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ATTICUS WEALTH MANAGEMENT, LLC: HTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATTICUS WEALTH MANAGEMENT, LLC on HTRB, newest first. How the timeline and the estimate are built.

ATTICUS WEALTH MANAGEMENT, LLC held 507,709 HTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,709 shares
    Change vs previous 13F +33,006 shares

    4.08% of the 13F portfolio, value $17,127,580.

    13F-HR 0001800234-26-000003 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 474,703 shares
    Change vs previous 13F -4,785 shares

    4.34% of the 13F portfolio, value $16,016,489.

    13F-HR 0001800234-26-000002 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 479,488 shares
    Change vs previous 13F +29,355 shares

    4.04% of the 13F portfolio, value $16,374,513.

    13F-HR 0001800234-26-000001 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 450,133 shares
    Change vs previous 13F +97,328 shares

    3.9% of the 13F portfolio, value $15,435,068.

    13F-HR 0001800234-25-000004 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 352,805 shares
    Change vs previous 13F +12,651 shares

    3.23% of the 13F portfolio, value $11,949,491.

    13F-HR 0001085146-25-003716 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 340,154 shares
    Change vs previous 13F +154,148 shares

    3.76% of the 13F portfolio, value $11,517,617.

    13F-HR 0001085146-25-002231 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 186,006 shares
    Change vs previous 13F -168,402 shares

    1.93% of the 13F portfolio, value $6,199,584.

    13F-HR 0001085146-25-000396 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 354,408 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $12,390,089.

    13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).