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HB Wealth Management, LLC: VOO position timeline

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

HB Wealth Management, LLC held 213,262 VOO 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 213,262 shares
    Change vs previous 13F +16,286 shares

    0.82% of the 13F portfolio, value $146,470,848.

    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 196,976 shares
    Change vs previous 13F +3,108 shares

    0.76% of the 13F portfolio, value $117,703,108.

    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 193,868 shares
    Change vs previous 13F +3,576 shares

    0.79% of the 13F portfolio, value $121,580,760.

    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 190,292 shares
    Change vs previous 13F +21,058 shares

    0.79% of the 13F portfolio, value $116,531,113.

    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 169,234 shares
    Change vs previous 13F +2,263 shares

    0.77% of the 13F portfolio, value $96,130,120.

    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 166,971 shares
    Change vs previous 13F +11,773 shares

    0.72% of the 13F portfolio, value $85,808,206.

    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 155,198 shares
    Change vs previous 13F +3,771 shares

    0.86% of the 13F portfolio, value $83,625,694.

    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 151,427 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $79,903,493.

    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).