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Disclosery

HB Wealth Management, LLC: VOT position timeline

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

HB Wealth Management, LLC held 22,679 VOT 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 22,679 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $6,946,664.

    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 22,668 shares
    Change vs previous 13F -1,225 shares

    0.04% of the 13F portfolio, value $5,833,717.

    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 23,893 shares
    Change vs previous 13F -104 shares

    0.04% of the 13F portfolio, value $6,669,694.

    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 23,997 shares
    Change vs previous 13F +1,483 shares

    0.05% of the 13F portfolio, value $7,050,131.

    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 22,514 shares
    Change vs previous 13F -84 shares

    0.05% of the 13F portfolio, value $6,403,000.

    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 22,598 shares
    Change vs previous 13F +157 shares

    0.05% of the 13F portfolio, value $5,528,584.

    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 22,441 shares
    Change vs previous 13F +4,405 shares

    0.06% of the 13F portfolio, value $5,694,463.

    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 18,036 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,391,429.

    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).