Skip to content
Disclosery

HB Wealth Management, LLC: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on FVD, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 7,078 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,078 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $341,027.

    13F-HR 0001172661-26-002920 filed by HB 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 7,060 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $332,059.

    13F-HR 0001172661-26-001543 filed by HB 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 7,044 shares
    Change vs previous 13F -580 shares

    <0.01% of the 13F portfolio, value $324,614.

    13F-HR 0001172661-26-000353 filed by HB 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 7,624 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $352,563.

    13F-HR 0001172661-25-004398 filed by HB 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 7,608 shares
    Change vs previous 13F -16,043 shares

    <0.01% of the 13F portfolio, value $340,119.

    13F-HR 0001172661-25-002644 filed by HB 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 23,651 shares
    Change vs previous 13F +17,126 shares

    0.01% of the 13F portfolio, value $1,054,620.

    13F-HR 0001172661-25-001594 filed by HB 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 6,525 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $284,785.

    13F-HR 0001172661-25-000193 filed by HB 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 6,508 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,050.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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