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Disclosery

HBE Wealth Management, LLC: VTIP position timeline

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

HBE Wealth Management, LLC held 178,545 VTIP 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 178,545 shares
    Change vs previous 13F +10,751 shares

    6.44% of the 13F portfolio, value $8,968,310.

    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 167,794 shares
    Change vs previous 13F -1,858 shares

    7.31% of the 13F portfolio, value $8,381,298.

    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 169,652 shares
    Change vs previous 13F not available

    7.89% of the 13F portfolio, value $8,390,995.

    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).