Back to TFSL
HB Wealth Management, LLC → TFSL
HB Wealth Management, LLC TFSL Position History
TFS Financial Corporation
Quarters held
4
Latest value
$376K
Q3 2026
Peak value
$382K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $298K |
| Q1 2026 | $348K |
| Q2 2026 | $382K |
| Q3 2026 | $376K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $376K | 27.3K | — | — |
| Q2 2026 | $382K | 21.5K | — | — |
| Q1 2026 | $348K | 24.7K | — | — |
| Q4 2025 | $298K | 22.3K | — | — |