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Manager record

HBE Wealth Management, LLC

Lincoln, NE · CIK 2104442 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$139.23MReported 13F valueQ2 2026 · as filed
59Holdings listed
+21.4%vs prior quartervalue change includes market moves
3Quarters on record
Jul 13Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $106.3M$106.3MQ4 202548 holdingsQ1 2026: $114.7M$114.7MQ1 202653 holdingsQ2 2026: $139.2M$139.2MQ2 202659 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 13 2026 13F-HR · period Q2 2026

$139.23M · 59 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$114.73M · 53 holdings listed · View original SEC filing ↗
Jan 20 2026 13F-HR · period Q4 2025

$106.30M · 48 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 13, 2026 · Change methodology