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HB Wealth Management, LLC: VIG position timeline

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

HB Wealth Management, LLC held 5,857,815 VIG 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 5,857,815 shares
    Change vs previous 13F +94,213 shares

    7.7% of the 13F portfolio, value $1,372,140,855.

    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 5,763,602 shares
    Change vs previous 13F +57,711 shares

    7.96% of the 13F portfolio, value $1,226,578,691.

    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 5,705,891 shares
    Change vs previous 13F +194,577 shares

    8.05% of the 13F portfolio, value $1,241,057,987.

    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 5,511,314 shares
    Change vs previous 13F +295,707 shares

    8% of the 13F portfolio, value $1,177,196,194.

    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 5,215,607 shares
    Change vs previous 13F -133,636 shares

    8.54% of the 13F portfolio, value $1,067,476,969.

    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 5,349,243 shares
    Change vs previous 13F +480,314 shares

    8.63% of the 13F portfolio, value $1,027,304,782.

    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 4,868,929 shares
    Change vs previous 13F +82,030 shares

    9.65% of the 13F portfolio, value $942,870,038.

    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 4,786,899 shares
    Change vs previous 13F not available

    10.07% of the 13F portfolio, value $937,360,136.

    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).