Back to FWRD
HB Wealth Management, LLC → FWRD
HB Wealth Management, LLC FWRD Position History
Forward Air Corporation
Quarters held
4
Latest value
$196K
Q3 2026
Peak value
$232K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $232K |
| Q1 2026 | $123K |
| Q2 2026 | $118K |
| Q3 2026 | $196K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $196K | 29.9K | — | — |
| Q2 2026 | $118K | 28.5K | — | — |
| Q1 2026 | $123K | 28.5K | — | — |
| Q4 2025 | $232K | 9.3K | — | — |
Other funds holding FWRD
$106.4M
$67.6M
$63.4M
$56.1M
$54.1M
$49.2M