TAFL β€” AB ACTIVE ETFS INC

Ownership history in HB Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

HB Wealth Management, LLC reported AB ACTIVE ETFS INC (TAFL) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows TAFL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TAFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HB Wealth Management, LLC's position in AB ACTIVE ETFS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TAFL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HB Wealth Management, LLC held TAFL β€” position size vs. price
% of Fund (quarterly)    TAFL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 25,856 +52 +0.2% 0.00% $646K 2026-02-14 (Est.) $25.03
2025 Q3 ADDED 25,804 +269 +1.1% 0.00% $645K 2025-10-23 $24.77
2025 Q2 ADDED 25,535 +265 +1.0% 0.00% $626K 2025-07-17 $23.16
2025 Q1 ADDED 25,270 +259 +1.0% 0.01% $628K 2025-05-07 $23.57
2024 Q4 ADDED 25,011 +247 +1.0% 0.01% $629K 2025-01-15 $23.72
2024 Q3 REDUCED 24,764 -3,665 -12.9% 0.01% $640K 2024-10-15 $24.11
2024 Q2 ADDED 28,429 +265 +0.9% 0.01% $719K 2024-07-26 $23.74
2024 Q1 INITIATED 28,164 β€” β€” 0.01% $719K 2024-04-30 $23.02

FAQ About HB Wealth Management, LLC and TAFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has HB Wealth Management, LLC reported owning TAFL?

HB Wealth Management, LLC reported TAFL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported TAFL position in HB Wealth Management, LLC's portfolio?

The largest reported portfolio weight for TAFL was 0.01% in 2024 Q1.

What is the latest reported TAFL position on this page?

The most recent filing on this page is 2025 Q4, when HB Wealth Management, LLC reported 25,856 shares, equal to 0.00% of portfolio, with an estimated market value of $646K.

What does the chart on this TAFL ownership page compare?

The chart compares HB Wealth Management, LLC's quarterly TAFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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