Skip to content
Disclosery

HBE Wealth Management, LLC: VGIT position timeline

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

HBE Wealth Management, LLC held 213,462 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,462 shares
    Change vs previous 13F +12,935 shares

    9.04% of the 13F portfolio, value $12,590,006.

    13F-HR 0002104442-26-000003 filed by HBE 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 200,527 shares
    Change vs previous 13F +15,566 shares

    10.41% of the 13F portfolio, value $11,941,384.

    13F-HR 0002104442-26-000002 filed by HBE 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 184,961 shares
    Change vs previous 13F not available

    10.43% of the 13F portfolio, value $11,084,691.

    13F-HR 0002104442-26-000001 filed by HBE Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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