HB Wealth Management, LLC historic quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, HB Wealth Management, LLC opened 5 positions, added to 12, reduced 6 and sold out of 5.
- Q1 2026: Stock PFLD; Country of operation —; Class AAM LW DUR PFD; Shares before 42,361.
- Q4 2025: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 16,701.
- Q3 2025: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 20,474.
- Q2 2025: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 26,861.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1911253), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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