Skip to content
Disclosery

HB Wealth Management, LLC: V position timeline

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

HB Wealth Management, LLC held 197,131 V 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 197,131 shares
    Change vs previous 13F +2,801 shares

    0.38% of the 13F portfolio, value $67,634,006.

    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 194,330 shares
    Change vs previous 13F -724 shares

    0.38% of the 13F portfolio, value $58,734,581.

    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 195,054 shares
    Change vs previous 13F +556 shares

    0.44% of the 13F portfolio, value $68,407,622.

    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 194,498 shares
    Change vs previous 13F +12,840 shares

    0.45% of the 13F portfolio, value $66,397,777.

    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 181,658 shares
    Change vs previous 13F -11,289 shares

    0.52% of the 13F portfolio, value $64,497,889.

    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 192,947 shares
    Change vs previous 13F +97,144 shares

    0.57% of the 13F portfolio, value $67,620,257.

    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 95,803 shares
    Change vs previous 13F +2,589 shares

    0.31% of the 13F portfolio, value $30,277,553.

    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 93,214 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $25,629,391.

    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).