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Disclosery

HB Wealth Management, LLC: VOE position timeline

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

HB Wealth Management, LLC held 39,166 VOE 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 39,166 shares
    Change vs previous 13F +3,252 shares

    0.04% of the 13F portfolio, value $7,739,362.

    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 35,914 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $6,618,347.

    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 35,908 shares
    Change vs previous 13F -219 shares

    0.04% of the 13F portfolio, value $6,369,102.

    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 36,127 shares
    Change vs previous 13F +1,294 shares

    0.04% of the 13F portfolio, value $6,307,162.

    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 34,833 shares
    Change vs previous 13F -2,848 shares

    0.05% of the 13F portfolio, value $5,728,637.

    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 37,681 shares
    Change vs previous 13F +2,114 shares

    0.05% of the 13F portfolio, value $6,049,360.

    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 35,567 shares
    Change vs previous 13F +5,384 shares

    0.06% of the 13F portfolio, value $5,753,762.

    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 30,183 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,060,919.

    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).