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Disclosery

HB Wealth Management, LLC: VGSH position timeline

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

HB Wealth Management, LLC held 51,402 VGSH 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 51,402 shares
    Change vs previous 13F -23,345 shares

    0.02% of the 13F portfolio, value $2,991,621.

    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 74,747 shares
    Change vs previous 13F -18,364 shares

    0.03% of the 13F portfolio, value $4,375,741.

    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 93,111 shares
    Change vs previous 13F -2,228 shares

    0.04% of the 13F portfolio, value $5,468,447.

    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 95,339 shares
    Change vs previous 13F -2,003 shares

    0.04% of the 13F portfolio, value $5,610,701.

    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 97,342 shares
    Change vs previous 13F -5,875 shares

    0.05% of the 13F portfolio, value $5,721,571.

    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 103,217 shares
    Change vs previous 13F +18,337 shares

    0.05% of the 13F portfolio, value $6,057,841.

    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 84,880 shares
    Change vs previous 13F -67,654 shares

    0.05% of the 13F portfolio, value $4,938,139.

    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 152,534 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,002,580.

    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).