Back to SITE
HB Wealth Management, LLC → SITE
HB Wealth Management, LLC SITE Position History
SiteOne Landscape Supply, Inc. • Industrials
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $360K |
| Q1 2026 | $706K |
| Q2 2026 | $325K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 12.7K | — | — |
| Q2 2026 | $325K | 2.8K | — | — |
| Q1 2026 | $706K | 5.3K | — | — |
| Q4 2025 | $360K | 2.9K | — | — |
Other funds holding SITE
$282.4M
$280.5M
$274.1M
$260.1M
$232.1M
$204M
$199.6M