Back to IMKTA

HB Wealth Management, LLC → IMKTA

HB Wealth Management, LLC IMKTA Position History

Ingles Markets, Incorporated • Consumer Defensive

Quarters held
3
Latest value
$207K
Q3 2026
Peak value
$215K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$204K
Q2 2026$215K
Q3 2026$207K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$207K2.4K——
Q2 2026$215K2.4K——
Q1 2026$204K2.3K——

Other funds holding IMKTA

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B