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Disclosery

HB Wealth Management, LLC: IWV position timeline

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

HB Wealth Management, LLC held 80,702 IWV 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 80,702 shares
    Change vs previous 13F +395 shares

    0.19% of the 13F portfolio, value $34,411,602.

    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 80,307 shares
    Change vs previous 13F +377 shares

    0.19% of the 13F portfolio, value $29,768,546.

    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 79,930 shares
    Change vs previous 13F -573 shares

    0.2% of the 13F portfolio, value $30,921,173.

    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 80,503 shares
    Change vs previous 13F -1,998 shares

    0.21% of the 13F portfolio, value $30,506,085.

    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 82,501 shares
    Change vs previous 13F +102 shares

    0.23% of the 13F portfolio, value $28,957,922.

    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 82,399 shares
    Change vs previous 13F -1,928 shares

    0.22% of the 13F portfolio, value $26,173,303.

    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 84,327 shares
    Change vs previous 13F -909 shares

    0.29% of the 13F portfolio, value $28,186,419.

    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 85,236 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $27,849,338.

    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).