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HB Wealth Management, LLC → NWSLL

HB Wealth Management, LLC NWSLL Position History

NEWS CORP NEW

Quarters held
6
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$245K
Q1 2026$300K
Q2 2026$501K
Q2 2026$233K
Q3 2026$304K
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M60.0K——
Q3 2026$304K9.6K——
Q2 2026$233K8.3K——
Q2 2026$501K20.2K——
Q1 2026$300K12.0K——
Q4 2025$245K9.4K——

Other funds holding NWSLL

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