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HB Wealth Management, LLC: VST position timeline

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

HB Wealth Management, LLC held 10,593 VST 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 10,593 shares
    Change vs previous 13F -310 shares

    0.01% of the 13F portfolio, value $1,680,461.

    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 10,903 shares
    Change vs previous 13F +993 shares

    0.01% of the 13F portfolio, value $1,639,116.

    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 9,910 shares
    Change vs previous 13F +649 shares

    0.01% of the 13F portfolio, value $1,598,810.

    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 9,261 shares
    Change vs previous 13F +1,176 shares

    0.01% of the 13F portfolio, value $1,814,430.

    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 8,085 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $1,567,113.

    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 8,147 shares
    Change vs previous 13F +2,949 shares

    0.01% of the 13F portfolio, value $956,890.

    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 5,198 shares
    Change vs previous 13F +2,271 shares

    0.01% of the 13F portfolio, value $716,755.

    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 2,927 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $347,045.

    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).