Skip to content
Disclosery

HB Wealth Management, LLC: VPL position timeline

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

HB Wealth Management, LLC held 32,206 VPL 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 32,206 shares
    Change vs previous 13F -167 shares

    0.02% of the 13F portfolio, value $3,725,912.

    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 32,373 shares
    Change vs previous 13F -1,526 shares

    0.02% of the 13F portfolio, value $3,163,813.

    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 33,899 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $3,064,470.

    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 33,899 shares
    Change vs previous 13F +3,660 shares

    0.02% of the 13F portfolio, value $2,977,688.

    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 30,239 shares
    Change vs previous 13F -3,607 shares

    0.02% of the 13F portfolio, value $2,485,041.

    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 33,846 shares
    Change vs previous 13F -865 shares

    0.02% of the 13F portfolio, value $2,452,481.

    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 34,711 shares
    Change vs previous 13F -1,467 shares

    0.03% of the 13F portfolio, value $2,465,964.

    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 36,178 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,835,993.

    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).