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HB Wealth Management, LLC: VT position timeline

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

HB Wealth Management, LLC held 88,358 VT 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 88,358 shares
    Change vs previous 13F -13,090 shares

    0.08% of the 13F portfolio, value $13,867,877.

    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 101,448 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $14,032,411.

    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 101,438 shares
    Change vs previous 13F -1,955 shares

    0.09% of the 13F portfolio, value $14,308,923.

    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 103,393 shares
    Change vs previous 13F +3,319 shares

    0.1% of the 13F portfolio, value $14,247,618.

    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 100,074 shares
    Change vs previous 13F -4,537 shares

    0.1% of the 13F portfolio, value $12,861,582.

    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 104,611 shares
    Change vs previous 13F +89,536 shares

    0.1% of the 13F portfolio, value $12,129,673.

    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 15,075 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $1,771,049.

    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 15,097 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,807,136.

    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).