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HB Wealth Management, LLC → CDP
HB Wealth Management, LLC CDP Position History
COPT Defense Properties • Real Estate
Quarters held
3
Latest value
$258K
Q3 2026
Peak value
$279K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $227K |
| Q2 2026 | $279K |
| Q3 2026 | $258K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $258K | 7.7K | — | — |
| Q2 2026 | $279K | 7.7K | — | — |
| Q1 2026 | $227K | 7.4K | — | — |
Other funds holding CDP
$467.1M
$455.3M
$454.5M
$448.9M
$252.1M
$252.1M
$247.7M
$234.8M