Notify me when HBC Financial Services, PLLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 181 | $163,149,000 | +$2,422,526 | -$4,161,923 | -$1,739,397 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 16 Jan 2025, 13:49 |
| Q3 2024 | 175 | $164,360,000 | +$2,472,291 | -$1,341,268 | +$1,131,023 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 06 Nov 2024, 18:17 |
| Q2 2024 | 154 | $156,339,000 | +$1,205,611 | -$1,911,638 | -$706,027 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 07 Aug 2024, 14:25 |
| Q1 2024 | 156 | $147,284,000 | +$38,380,731 | -$2,746,694 | +$35,634,037 | IJH, IWB, MUB, AGG, MSFT | 13F-HR | 06 May 2024, 16:58 |
| Q4 2023 | 156 | $145,384,000 | +$3,899,344 | -$3,121,233 | +$778,111 | IJH, IWB, MUB, AGG, MSFT | 13F-HR | 26 Jan 2024, 17:37 |
| Q3 2023 | 168 | $130,786,000 | +$2,703,652 | -$864,776 | +$1,838,876 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 06 Nov 2023, 21:01 |
| Q2 2023 | 161 | $138,333,000 | +$1,261,207 | -$2,784,823 | -$1,523,616 | IWB, IJH, MUB, AGG, SBUX | 13F-HR | 26 Jul 2023, 20:23 |
| Q1 2023 | 173 | $131,188,000 | +$2,238,271 | -$714,985 | +$1,523,286 | IWB, IJH, MUB, AGG, SBUX | 13F-HR | 12 May 2023, 13:48 |
| Q4 2022 | 155 | $124,026,000 | +$2,009,240 | -$3,860,801 | -$1,851,561 | IJH, IWB, MUB, AGG, SBUX | 13F-HR | 18 Jan 2023, 18:59 |
| Q3 2022 | 159 | $111,638,000 | +$991,032 | -$1,736,558 | -$745,526 | IJH, IWB, MUB, AGG, MSFT | 13F-HR | 25 Oct 2022, 19:34 |
| Q2 2022 | 166 | $125,997,000 | +$1,679,172 | -$2,624,599 | -$945,427 | IWB, IJH, MUB, AGG, MSFT | Restatement | 02 Sep 2022, 13:15 |
| Q1 2022 | 161 | $135,437,000 | +$1,654,432 | -$1,287,535 | +$366,897 | IWB, IJH, MUB, AGG, MSFT | Restatement | 02 Sep 2022, 13:06 |
| Q4 2021 | 166 | $154,660,000 | +$3,415,661 | -$6,434,155 | -$3,018,494 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 27 Jan 2022, 18:48 |
| Q3 2021 | 156 | $149,533,000 | +$2,211,219 | -$1,247,873 | +$963,346 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 02 Nov 2021, 11:11 |
| Q2 2021 | 168 | $144,477,000 | +$1,570,372 | -$1,000,104 | +$570,268 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 30 Jul 2021, 18:30 |
| Q1 2021 | 196 | $145,002,343 | +$6,201,526 | -$728,360 | +$5,473,166 | IJH, IWB, MUB, AGG, MSFT | 13F-HR | 10 May 2021, 16:04 |
| Q4 2020 | 158 | $128,696,000 | +$22,483,243 | -$1,811,213 | +$20,672,030 | IJH, IWB, MUB, AGG, MSFT | 13F-HR | 08 Feb 2021, 16:22 |
| Q3 2020 | 166 | $91,214,000 | +$2,986,452 | -$23,459,288 | -$20,472,836 | IWB, IJH, MSFT, VB, AMZN | 13F-HR | 12 Nov 2020, 11:39 |
| Q2 2020 | 157 | $103,690,000 | +$2,382,009 | -$3,397,072 | -$1,015,063 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 14 Aug 2020, 12:14 |
| Q1 2020 | 150 | $83,820,000 | +$375,868 | -$2,934,860 | -$2,558,992 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 04 May 2020, 14:30 |
| Q4 2019 | 167 | $115,392,000 | $0 | $0 | $0 | IWB, IJH, MUB, AGG, MSFT | 13F-HR | 11 Feb 2020, 19:27 |