HB Wealth Management’s Alterity Therapeutics ATHE Stock Holding History

HB Wealth Management’s Portfolio ATHE Stock Details ATHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$213K	Hold	58,460	–	–	﹤0.01%	1691
2026 Q2	$314K	Hold	58,460	–	–	﹤0.01%	1354
2026 Q1	$203K	Hold	58,460	–	–	﹤0.01%	1436
2025 Q4	$180K	Hold	58,460	–	–	﹤0.01%	1340
2025 Q3	$220K	Buy	+58,460	New	+$282K	﹤0.01%	1225
2025 Q2	–	Sell	-37,483	Closed	-$129K	–	1173
2025 Q1	$129K	Buy	37,483 +5,600	+18%	+$21.5K	﹤0.01%	1165
2024 Q4	$110K	Buy	31,883 +8,100	+34%	+$12.9K	﹤0.01%	1023
2024 Q3	$31.2K	Buy	+23,783	New	+$35K	﹤0.01%	960

Other funds holding ATHE

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Cranbrook Wealth Management Bloomfield Hills, Michigan $529M AUM 11.19% 1-Year Est. Return

HB Wealth Management's ATHE Position: Q3 2026 in Review

HB Wealth Management held its Alterity Therapeutics (ATHE) position steady in Q3 2026 at 58,460 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

HB Wealth Management first reported a position in ATHE in Q3 2024 and has held it in 8 quarters since. The position peaked at $314K in Q2 2026. 9 funds tracked by Wall St. Rank hold ATHE as of Q3 2026.

HB Wealth Management held 58,460 shares of Alterity Therapeutics worth $213K as of Q3 2026.
HB Wealth Management left its Alterity Therapeutics share count unchanged in Q3 2026.
Alterity Therapeutics made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1691 holding.
HB Wealth Management first reported a position in Alterity Therapeutics in Q3 2024 and has held it in 8 quarters since.
HB Wealth Management's Alterity Therapeutics position peaked at $314K in Q2 2026.
9 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.