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Disclosery

HB Wealth Management, LLC: VFC position timeline

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

HB Wealth Management, LLC held 30,687 VFC 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 30,687 shares
    Change vs previous 13F +1,428 shares

    <0.01% of the 13F portfolio, value $511,870.

    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 29,259 shares
    Change vs previous 13F +14,118 shares

    <0.01% of the 13F portfolio, value $497,120.

    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 15,141 shares
    Change vs previous 13F +4,724 shares

    <0.01% of the 13F portfolio, value $273,762.

    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 10,417 shares
    Change vs previous 13F -1,866 shares

    <0.01% of the 13F portfolio, value $150,328.

    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 12,283 shares
    Change vs previous 13F -5,028 shares

    <0.01% of the 13F portfolio, value $144,325.

    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 17,311 shares
    Change vs previous 13F +546 shares

    <0.01% of the 13F portfolio, value $268,667.

    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 16,765 shares
    Change vs previous 13F +5,482 shares

    <0.01% of the 13F portfolio, value $359,777.

    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 11,283 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,096.

    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).