HB Wealth Management, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on VO, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 456,294 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 456,294 sharesChange vs previous 13F +342,648 shares
0.21% of the 13F portfolio, value $36,763,645.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 113,646 sharesChange vs previous 13F -2,066 shares
0.21% of the 13F portfolio, value $32,636,986.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 115,712 sharesChange vs previous 13F -2,520 shares
0.22% of the 13F portfolio, value $33,582,152.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 118,232 sharesChange vs previous 13F +13,408 shares
0.24% of the 13F portfolio, value $34,729,718.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 104,824 sharesChange vs previous 13F -11,822 shares
0.23% of the 13F portfolio, value $29,333,077.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 116,646 sharesChange vs previous 13F +22,657 shares
0.25% of the 13F portfolio, value $30,167,168.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 93,989 sharesChange vs previous 13F +2,165 shares
0.25% of the 13F portfolio, value $24,825,438.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 91,824 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $24,226,130.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).