Skip to content
Disclosery

HB Wealth Management, LLC: VB position timeline

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

HB Wealth Management, LLC held 105,892 VB 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 105,892 shares
    Change vs previous 13F +14,788 shares

    0.18% of the 13F portfolio, value $32,098,246.

    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 91,104 shares
    Change vs previous 13F +5,114 shares

    0.15% of the 13F portfolio, value $23,861,965.

    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 85,990 shares
    Change vs previous 13F +2,861 shares

    0.14% of the 13F portfolio, value $22,181,274.

    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 83,129 shares
    Change vs previous 13F +8,969 shares

    0.14% of the 13F portfolio, value $21,138,292.

    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 74,160 shares
    Change vs previous 13F +7,626 shares

    0.14% of the 13F portfolio, value $17,574,545.

    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 66,534 shares
    Change vs previous 13F +1,592 shares

    0.12% of the 13F portfolio, value $14,753,945.

    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 64,942 shares
    Change vs previous 13F -2,625 shares

    0.16% of the 13F portfolio, value $15,604,383.

    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 67,567 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,027,578.

    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).