HB Wealth Management, LLC: VV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on VV, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 35,686 VV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 35,686 sharesChange vs previous 13F -8,303 shares
0.07% of the 13F portfolio, value $12,273,018.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,989 sharesChange vs previous 13F -343 shares
0.09% of the 13F portfolio, value $13,146,255.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,332 sharesChange vs previous 13F -1,641 shares
0.09% of the 13F portfolio, value $13,955,786.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,973 sharesChange vs previous 13F +18,139 shares
0.1% of the 13F portfolio, value $14,153,489.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,834 sharesChange vs previous 13F -10,769 shares
0.06% of the 13F portfolio, value $7,941,194.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,603 sharesChange vs previous 13F +7,513 shares
0.08% of the 13F portfolio, value $9,922,268.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,090 sharesChange vs previous 13F +928 shares
0.09% of the 13F portfolio, value $8,385,042.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,162 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $7,941,376.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).