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HB Wealth Management, LLC → TEAM

HB Wealth Management, LLC TEAM Position History

Atlassian Corporation • Technology

Quarters held
4
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$892K
Q1 2026$414K
Q2 2026$981K
Q3 2026$4.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.7M26.2K——
Q2 2026$981K12.6K——
Q1 2026$414K6.1K——
Q4 2025$892K5.5K——

Other funds holding TEAM

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