ATHE β€” ALTERITY THERAPEUTICS LTD

Ownership history in HB Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

HB Wealth Management, LLC reported ALTERITY THERAPEUTICS LTD (ATHE) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. The latest visible filing shows ATHE 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 ATHE 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 ALTERITY THERAPEUTICS LTD, 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 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 ATHE β€” position size vs. price
% of Fund (quarterly)    ATHE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 58,460 β€” 0% 0.00% $180K 2026-02-14 (Est.) $3.49
2025 Q3 ADDED 58,460 +20,977 +56.0% 0.00% $220K 2025-10-23 $4.60
2025 Q1 ADDED 37,483 +5,600 +17.6% 0.00% $129K 2025-05-07 $3.95
2024 Q4 ADDED 31,883 +8,100 +34.1% 0.00% $110K 2025-01-15 $3.31
2024 Q3 INITIATED 23,783 β€” β€” 0.00% $31K 2024-10-15 $1.26

🏒 Other funds also holding ATHE

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% CoreCap Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About HB Wealth Management, LLC and ATHE

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 ATHE?

HB Wealth Management, LLC reported ATHE across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

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

The largest reported portfolio weight for ATHE was 0.00% in 2025 Q3.

What is the latest reported ATHE position on this page?

The most recent filing on this page is 2025 Q4, when HB Wealth Management, LLC reported 58,460 shares, equal to 0.00% of portfolio, with an estimated market value of $180K.

What does the chart on this ATHE ownership page compare?

The chart compares HB Wealth Management, LLC's quarterly ATHE 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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