True Wealth Design
HBT icon

True Wealth Design’s HBT Financial HBT Stock Holding History

True Wealth Design’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$354 Hold
10
– – ﹤0.01% 2225
2026
Q2 		$320 Hold
10
– – ﹤0.01% 2335
2026
Q1 		$268 Hold
10
– – ﹤0.01% 2258
2025
Q4 		$259 Sell
10
-2
-17% -$49 ﹤0.01% 2161
2025
Q3 		$303 Buy
+12
New +$308 ﹤0.01% 2178

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Meredith Wealth Planning
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State of Alaska Department of Revenue
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
IFP Advisors
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Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

True Wealth Design's HBT Position: Q3 2026 in Review

True Wealth Design held its HBT Financial (HBT) position steady in Q3 2026 at 10 shares worth $354. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

True Wealth Design first reported a position in HBT in Q3 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold HBT as of Q3 2026.

  • True Wealth Design held 10 shares of HBT Financial worth $354 as of Q3 2026.
  • True Wealth Design left its HBT Financial share count unchanged in Q3 2026.
  • HBT Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2225 holding.
  • True Wealth Design first reported a position in HBT Financial in Q3 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held HBT Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.