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HB Wealth Management, LLC: VNQ position timeline

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

HB Wealth Management, LLC held 40,678 VNQ 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 40,678 shares
    Change vs previous 13F -2,210 shares

    0.02% of the 13F portfolio, value $3,922,587.

    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 42,888 shares
    Change vs previous 13F -24,211 shares

    0.02% of the 13F portfolio, value $3,804,204.

    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 67,099 shares
    Change vs previous 13F -1,891 shares

    0.04% of the 13F portfolio, value $5,937,660.

    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 68,990 shares
    Change vs previous 13F +46,928 shares

    0.04% of the 13F portfolio, value $6,307,139.

    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 22,062 shares
    Change vs previous 13F -8,719 shares

    0.02% of the 13F portfolio, value $1,964,920.

    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 30,781 shares
    Change vs previous 13F +10,847 shares

    0.02% of the 13F portfolio, value $2,786,972.

    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 19,934 shares
    Change vs previous 13F -1,324 shares

    0.02% of the 13F portfolio, value $1,771,637.

    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 21,258 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,071,045.

    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).