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HB Wealth Management, LLC → REFI
HB Wealth Management, LLC REFI Position History
Chicago Atlantic Real Estate Finance, Inc. • Financial Services
Quarters held
3
Latest value
$107K
Q3 2026
Peak value
$115K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $115K |
| Q2 2026 | $110K |
| Q3 2026 | $107K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $107K | 10.7K | — | — |
| Q2 2026 | $110K | 10.3K | — | — |
| Q1 2026 | $115K | 10.2K | — | — |
Other funds holding REFI
$13.5M
$13.2M
$13.1M
$12.7M
$10.6M
$10.1M
$8.5M