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Advisors Inner Circle Fd Iii shares owned by HB Wealth Management

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (BAFE) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Advisors Inner Circle Fd Iii

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All positions including Advisors Inner Circle Fd Iii held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Iii by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 129k 27.04
2025-06-30 $3.4M 129k 26.39

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Advisors Inner Circle Fd Iii

Brown Advisory Holdings Incorporated
HB Wealth Management
Quantinno Capital Management
Jane Street
Morgan Stanley

View all funds holding Advisors Inner Circle Fd Iii