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Disclosery

HB Wealth Management, LLC: VIS position timeline

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

HB Wealth Management, LLC held 5,390 VIS 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 5,390 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $1,942,565.

    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 5,393 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $1,683,866.

    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 5,400 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $1,611,270.

    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 5,399 shares
    Change vs previous 13F +3,041 shares

    0.01% of the 13F portfolio, value $1,599,939.

    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 2,358 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $660,621.

    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 2,732 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $676,463.

    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 2,789 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $709,681.

    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 2,787 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $724,962.

    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).