Back to SLRC

HB Wealth Management, LLC → SLRC

HB Wealth Management, LLC SLRC Position History

SLR Investment Corp. • Financial Services

Quarters held
4
Latest value
$146K
Q3 2026
Peak value
$195K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$195K
Q1 2026$181K
Q2 2026$156K
Q3 2026$146K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$146K12.6K——
Q2 2026$156K12.6K——
Q1 2026$181K12.6K——
Q4 2025$195K12.6K——

Other funds holding SLRC

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