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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

  1. period ended2026-06-30
    13F 35,686 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,989 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,332 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,973 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,834 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 38,603 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,090 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,162 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).