Skip to content
Disclosery

HB Wealth Management, LLC: VWO position timeline

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

HB Wealth Management, LLC held 121,465 VWO 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 121,465 shares
    Change vs previous 13F +9,383 shares

    0.04% of the 13F portfolio, value $7,250,294.

    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 112,082 shares
    Change vs previous 13F +15,259 shares

    0.04% of the 13F portfolio, value $6,058,074.

    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 96,823 shares
    Change vs previous 13F +1,276 shares

    0.03% of the 13F portfolio, value $5,205,250.

    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 95,547 shares
    Change vs previous 13F +8,926 shares

    0.04% of the 13F portfolio, value $5,176,784.

    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 86,621 shares
    Change vs previous 13F -2,139 shares

    0.03% of the 13F portfolio, value $4,284,309.

    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 88,760 shares
    Change vs previous 13F +16,894 shares

    0.03% of the 13F portfolio, value $4,017,289.

    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 71,866 shares
    Change vs previous 13F +18,121 shares

    0.03% of the 13F portfolio, value $3,165,004.

    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 53,745 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,571,721.

    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).