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Disclosery

HB Wealth Management, LLC: IVV position timeline

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

HB Wealth Management, LLC held 220,501 IVV 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 220,501 shares
    Change vs previous 13F -3,944 shares

    0.93% of the 13F portfolio, value $165,131,575.

    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 224,445 shares
    Change vs previous 13F +8,346 shares

    0.95% of the 13F portfolio, value $146,609,854.

    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 216,099 shares
    Change vs previous 13F +9,065 shares

    0.96% of the 13F portfolio, value $148,015,244.

    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 207,034 shares
    Change vs previous 13F +5,312 shares

    0.94% of the 13F portfolio, value $138,568,057.

    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 201,722 shares
    Change vs previous 13F +551 shares

    1% of the 13F portfolio, value $125,249,279.

    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 201,171 shares
    Change vs previous 13F +21,217 shares

    0.95% of the 13F portfolio, value $113,038,212.

    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 179,954 shares
    Change vs previous 13F +646 shares

    1.08% of the 13F portfolio, value $105,935,855.

    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 179,308 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $103,428,893.

    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).