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Disclosery

HB Wealth Management, LLC: VRT position timeline

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

HB Wealth Management, LLC held 13,699 VRT 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 13,699 shares
    Change vs previous 13F +1,674 shares

    0.03% of the 13F portfolio, value $4,586,926.

    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 12,025 shares
    Change vs previous 13F +4,247 shares

    0.02% of the 13F portfolio, value $3,013,386.

    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 7,778 shares
    Change vs previous 13F +1,452 shares

    0.01% of the 13F portfolio, value $1,260,146.

    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 6,326 shares
    Change vs previous 13F +1,137 shares

    0.01% of the 13F portfolio, value $954,344.

    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 5,189 shares
    Change vs previous 13F -1,466 shares

    0.01% of the 13F portfolio, value $666,443.

    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 6,655 shares
    Change vs previous 13F +2,157 shares

    <0.01% of the 13F portfolio, value $480,492.

    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 4,498 shares
    Change vs previous 13F +528 shares

    0.01% of the 13F portfolio, value $511,311.

    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 3,970 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $394,975.

    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).