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Disclosery

HB Wealth Management, LLC: VTV position timeline

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

HB Wealth Management, LLC held 140,986 VTV 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 140,986 shares
    Change vs previous 13F +70,584 shares

    0.17% of the 13F portfolio, value $30,725,197.

    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 70,402 shares
    Change vs previous 13F +11,392 shares

    0.09% of the 13F portfolio, value $13,813,057.

    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 59,010 shares
    Change vs previous 13F +2,562 shares

    0.07% of the 13F portfolio, value $11,270,500.

    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 56,448 shares
    Change vs previous 13F -5,601 shares

    0.07% of the 13F portfolio, value $10,527,107.

    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 62,049 shares
    Change vs previous 13F +8,461 shares

    0.09% of the 13F portfolio, value $10,966,555.

    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 53,588 shares
    Change vs previous 13F +17,277 shares

    0.08% of the 13F portfolio, value $9,256,806.

    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 36,311 shares
    Change vs previous 13F -7,823 shares

    0.06% of the 13F portfolio, value $6,147,522.

    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 44,134 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,704,541.

    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).