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Disclosery

HB Wealth Management, LLC: VCR position timeline

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

HB Wealth Management, LLC held 5,732 VCR 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 5,732 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $2,273,600.

    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 5,731 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $2,057,781.

    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 5,580 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $2,198,197.

    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 5,579 shares
    Change vs previous 13F +4,880 shares

    0.02% of the 13F portfolio, value $2,210,203.

    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 699 shares
    Change vs previous 13F -3,618 shares

    <0.01% of the 13F portfolio, value $253,262.

    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 4,317 shares
    Change vs previous 13F +667 shares

    0.01% of the 13F portfolio, value $1,405,227.

    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 3,650 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $1,370,137.

    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 3,662 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,246,838.

    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).