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HB Wealth Management, LLC: VONG position timeline

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

HB Wealth Management, LLC held 169,616 VONG 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 169,616 shares
    Change vs previous 13F -1,229 shares

    0.12% of the 13F portfolio, value $21,678,724.

    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 170,845 shares
    Change vs previous 13F +1,517 shares

    0.12% of the 13F portfolio, value $18,740,037.

    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 169,328 shares
    Change vs previous 13F +143 shares

    0.13% of the 13F portfolio, value $20,615,781.

    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 169,185 shares
    Change vs previous 13F +21,514 shares

    0.14% of the 13F portfolio, value $20,386,842.

    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 147,671 shares
    Change vs previous 13F -20,889 shares

    0.13% of the 13F portfolio, value $16,125,689.

    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 168,560 shares
    Change vs previous 13F +1,437 shares

    0.13% of the 13F portfolio, value $15,640,704.

    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 167,123 shares
    Change vs previous 13F +214 shares

    0.18% of the 13F portfolio, value $17,279,809.

    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 166,909 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,110,057.

    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).