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Disclosery

HB Wealth Management, LLC: VUSB position timeline

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

HB Wealth Management, LLC held 34,561 VUSB 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 34,561 shares
    Change vs previous 13F -4,998 shares

    0.01% of the 13F portfolio, value $1,720,457.

    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 39,559 shares
    Change vs previous 13F -4,698 shares

    0.01% of the 13F portfolio, value $1,969,488.

    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 44,257 shares
    Change vs previous 13F +28,405 shares

    0.01% of the 13F portfolio, value $2,205,791.

    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 15,852 shares
    Change vs previous 13F -9,036 shares

    0.01% of the 13F portfolio, value $792,521.

    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 24,888 shares
    Change vs previous 13F -136 shares

    0.01% of the 13F portfolio, value $1,241,040.

    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 25,024 shares
    Change vs previous 13F -14,725 shares

    0.01% of the 13F portfolio, value $1,247,572.

    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 39,749 shares
    Change vs previous 13F +5,472 shares

    0.02% of the 13F portfolio, value $1,972,367.

    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 34,277 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,711,793.

    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).