Skip to content
Disclosery

HBC Financial Services, PLLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBC Financial Services, PLLC on VTI, newest first. How the timeline and the estimate are built.

HBC Financial Services, PLLC held 8,309 VTI shares at 2024-12-31 per its 13F-HR filed 2025-01-16.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,309 shares
    Change vs previous 13F -1,081 shares

    1.48% of the 13F portfolio, value $2,408,000.

    13F-HR 0001802872-25-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,390 shares
    Change vs previous 13F +51 shares

    1.63% of the 13F portfolio, value $2,689,000.

    13F-HR 0001802872-24-000005 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 9,339 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $2,518,000.

    13F-HR 0001802872-24-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,339 shares
    Change vs previous 13F -357 shares

    1.57% of the 13F portfolio, value $2,315,000.

    13F-HR 0001802872-24-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 9,696 shares
    Change vs previous 13F -294 shares

    1.56% of the 13F portfolio, value $2,300,000.

    13F-HR 0001802872-24-000001 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 9,990 shares
    Change vs previous 13F -73 shares

    1.59% of the 13F portfolio, value $2,121,000.

    13F-HR 0001802872-23-000004 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 10,063 shares
    Change vs previous 13F 0 shares

    1.62% of the 13F portfolio, value $2,280,000.

    13F-HR 0001802872-23-000003 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 10,063 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,071,000.

    13F-HR 0001802872-23-000002 filed by HBC Financial Services, PLLC
    Filed (acceptance time not in the bulk data set), ingested

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