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Hamilton Beach Brand shares owned by True Wealth Design

Quarter-by-quarter ownership of Hamilton Beach Brand (HBB) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Hamilton Beach Brand

Tip: Access up to 7 years of quarterly data

All positions including Hamilton Beach Brand held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hamilton Beach Brand by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $230 16 14.38
2025-06-30 $466 26 17.92
2025-03-31 $564 29 19.45
2024-12-31 $421 25 16.84

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Hamilton Beach Brand

BlackRock
Ameriprise Financial
Vanguard Group
Dimensional Fund Advisors
Pacific Ridge Capital Partners
American Century Companies
North Star Investment Management
Geode Capital Management
Curbstone Financial Management
State Street Corporation
Bridgeway Capital Management
Bank of New York Mellon
Northern Trust
Mork Capital Management
Pnc Financial Services

View all funds holding Hamilton Beach Brand