Skip to content
Disclosery

HB Wealth Management, LLC: IVW position timeline

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

HB Wealth Management, LLC held 2,200,705 IVW 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 2,200,705 shares
    Change vs previous 13F -35,938 shares

    1.7% of the 13F portfolio, value $302,662,988.

    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 2,236,643 shares
    Change vs previous 13F -135,416 shares

    1.64% of the 13F portfolio, value $252,986,697.

    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 2,372,059 shares
    Change vs previous 13F -37,889 shares

    1.9% of the 13F portfolio, value $292,380,098.

    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 2,409,948 shares
    Change vs previous 13F +130,502 shares

    1.98% of the 13F portfolio, value $290,928,969.

    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 2,279,446 shares
    Change vs previous 13F -199,729 shares

    2.01% of the 13F portfolio, value $250,967,100.

    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 2,479,175 shares
    Change vs previous 13F -4,041 shares

    1.93% of the 13F portfolio, value $230,141,878.

    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 2,483,216 shares
    Change vs previous 13F -34,165 shares

    2.58% of the 13F portfolio, value $252,157,145.

    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 2,517,381 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $241,039,239.

    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).