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Disclosery

HB Wealth Management, LLC: VTR position timeline

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

HB Wealth Management, LLC held 17,724 VTR 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 17,724 shares
    Change vs previous 13F +1,004 shares

    0.01% of the 13F portfolio, value $1,573,957.

    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 16,720 shares
    Change vs previous 13F +2,243 shares

    0.01% of the 13F portfolio, value $1,367,390.

    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 14,477 shares
    Change vs previous 13F +2,479 shares

    0.01% of the 13F portfolio, value $1,120,282.

    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 11,998 shares
    Change vs previous 13F +4,839 shares

    0.01% of the 13F portfolio, value $839,758.

    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 7,159 shares
    Change vs previous 13F -463 shares

    <0.01% of the 13F portfolio, value $452,150.

    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 7,622 shares
    Change vs previous 13F +1,810 shares

    <0.01% of the 13F portfolio, value $524,132.

    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 5,812 shares
    Change vs previous 13F +725 shares

    <0.01% of the 13F portfolio, value $342,285.

    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 5,087 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $326,293.

    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).