HB Wealth Management, LLC: VBK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on VBK, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 29,924 VBK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 29,924 sharesChange vs previous 13F +1,036 shares
0.06% of the 13F portfolio, value $10,943,459.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,888 sharesChange vs previous 13F +588 shares
0.06% of the 13F portfolio, value $8,731,648.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,300 sharesChange vs previous 13F -306 shares
0.06% of the 13F portfolio, value $8,549,951.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,606 sharesChange vs previous 13F -287 shares
0.06% of the 13F portfolio, value $8,513,744.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,893 sharesChange vs previous 13F -1,098 shares
0.06% of the 13F portfolio, value $8,001,784.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,991 sharesChange vs previous 13F +436 shares
0.06% of the 13F portfolio, value $7,550,976.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,555 sharesChange vs previous 13F +1,513 shares
0.08% of the 13F portfolio, value $8,277,392.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,042 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $7,497,646.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).