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Disclosery

HB Wealth Management, LLC: VTES position timeline

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

HB Wealth Management, LLC held 18,250 VTES 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 18,250 shares
    Change vs previous 13F -3,127 shares

    0.01% of the 13F portfolio, value $1,848,976.

    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 21,377 shares
    Change vs previous 13F +1,036 shares

    0.01% of the 13F portfolio, value $2,162,105.

    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 20,341 shares
    Change vs previous 13F +860 shares

    0.01% of the 13F portfolio, value $2,066,143.

    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 19,481 shares
    Change vs previous 13F +15,281 shares

    0.01% of the 13F portfolio, value $1,985,639.

    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 4,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $423,906.

    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).