Skip to content
Disclosery

HB Wealth Management, LLC: VHT position timeline

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

HB Wealth Management, LLC held 14,902 VHT 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 14,902 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $4,455,989.

    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 14,898 shares
    Change vs previous 13F -609 shares

    0.03% of the 13F portfolio, value $4,057,348.

    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 15,507 shares
    Change vs previous 13F -67 shares

    0.03% of the 13F portfolio, value $4,463,807.

    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 15,574 shares
    Change vs previous 13F +7,917 shares

    0.03% of the 13F portfolio, value $4,043,200.

    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 7,657 shares
    Change vs previous 13F -7,910 shares

    0.02% of the 13F portfolio, value $1,901,630.

    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 15,567 shares
    Change vs previous 13F +4,038 shares

    0.03% of the 13F portfolio, value $4,121,270.

    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 11,529 shares
    Change vs previous 13F -81 shares

    0.03% of the 13F portfolio, value $2,925,016.

    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 11,610 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,276,623.

    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).