HB Wealth Management, LLC: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on VEA, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 309,577 VEA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 309,577 sharesChange vs previous 13F +14,509 shares
0.12% of the 13F portfolio, value $22,057,399.
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 295,068 sharesChange vs previous 13F +43,299 shares
0.12% of the 13F portfolio, value $18,908,020.
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 251,769 sharesChange vs previous 13F +11,203 shares
0.1% of the 13F portfolio, value $15,728,046.
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 240,566 sharesChange vs previous 13F +24,741 shares
0.1% of the 13F portfolio, value $14,414,763.
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 215,825 sharesChange vs previous 13F -16,842 shares
0.1% of the 13F portfolio, value $12,304,189.
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 232,667 sharesChange vs previous 13F +3,141 shares
0.1% of the 13F portfolio, value $11,826,506.
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 229,526 sharesChange vs previous 13F +44,204 shares
0.11% of the 13F portfolio, value $10,975,977.
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 185,322 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $9,786,896.
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).