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Disclosery

HB Wealth Management, LLC: USMV position timeline

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

HB Wealth Management, LLC held 27,892 USMV 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 27,892 shares
    Change vs previous 13F +7,025 shares

    0.02% of the 13F portfolio, value $2,690,478.

    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 20,867 shares
    Change vs previous 13F +1,982 shares

    0.01% of the 13F portfolio, value $1,935,278.

    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 18,885 shares
    Change vs previous 13F -1,401 shares

    0.01% of the 13F portfolio, value $1,778,285.

    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 20,286 shares
    Change vs previous 13F +5,116 shares

    0.01% of the 13F portfolio, value $1,930,084.

    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 15,170 shares
    Change vs previous 13F -4,770 shares

    0.01% of the 13F portfolio, value $1,424,023.

    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 19,940 shares
    Change vs previous 13F -771 shares

    0.02% of the 13F portfolio, value $1,867,652.

    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 20,711 shares
    Change vs previous 13F +2,948 shares

    0.02% of the 13F portfolio, value $1,839,002.

    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 17,763 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,621,943.

    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).