HB Wealth Management, LLC NKTR — NEKTAR THERAPEUTICS

Ownership history in HB Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

HB Wealth Management, LLC reported NEKTAR THERAPEUTICS (NKTR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows NKTR 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 NKTR 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 NEKTAR THERAPEUTICS, 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
2026 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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 2026 Q3

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.

NKTR stock page HB Wealth Management, LLC fund profile HB Wealth Management, LLC full holdings
How HB Wealth Management, LLC held NKTR — position size vs. price
% of Fund (quarterly)    NKTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,930 +615 +6.6% 0.00% $601K 2026-10-23 $37.22
2026 Q2 ADDED — — — 9,315 +71 +0.8% 0.00% $650K 2026-07-29 $70.68
2025 Q4 UNCHANGED — — — 9,244 — 0% 0.00% $391K 2026-01-28 $35.91
2025 Q3 REDUCED 88.3% -24.9% ✅ 9,244 -69,859 -88.3% 0.00% $526K 2025-10-23 $63.64
2025 Q1 ADDED — — — 79,103 +15,003 +23.4% 0.00% $54K 2025-05-07 $9.15
2024 Q4 ADDED — — — 64,100 +19,600 +44.0% 0.00% $60K 2025-01-15 $13.65
2024 Q3 INITIATED — — — 44,500 — — 0.00% $58K 2024-10-15 $19.35

🏢 Other funds also holding NKTR

As of 2026 Q3 — sorted by position size

Two Seas Capital LP 3Y 2.33% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 2.09% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.68% FNY Investment Advisers, LLC 3Y 7Y 0.09% LVW Advisors, LLC 3Y 7Y 0.02% SBI Securities Co., Ltd. 0.0% Activest Wealth Management 3Y 0.0% Essential Partners LLC 0.0% Compass Wealth Management LLC 3Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About HB Wealth Management, LLC and NKTR

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 NKTR?

HB Wealth Management, LLC reported NKTR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

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

The largest reported portfolio weight for NKTR was 0.00% in 2026 Q2.

What is the latest reported NKTR position on this page?

The most recent filing on this page is 2026 Q3, when HB Wealth Management, LLC reported 9,930 shares, equal to 0.00% of portfolio, with an estimated market value of $601K.

What does the chart on this NKTR ownership page compare?

The chart compares HB Wealth Management, LLC's quarterly NKTR 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.

How well did HB Wealth Management, LLC time their NKTR position?

Based on 13F filing dates vs. subsequent NKTR price moves, HB Wealth Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on NKTR relative to SPY over the holding period was +19.5%.

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