HB Wealth Management
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HB Wealth Management’s Datavault AI DVLT Stock Holding History

HB Wealth Management’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.52K Buy
22,571
+2,571
+13% +$748 ﹤0.01% 1882
2026
Q2 		$7K Hold
20,000
– – ﹤0.01% 1712
2026
Q1 		$12.4K Sell
20,000
-333
-2% -$253 ﹤0.01% 1539
2025
Q4 		$13K Buy
+20,333
New +$35.6K ﹤0.01% 1399

Other funds holding DVLT

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Two West Capital Advisors
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

HB Wealth Management's DVLT Position: Q3 2026 in Review

HB Wealth Management increased its Datavault AI (DVLT) stake by 13% in Q3 2026, buying an estimated $748 and bringing the position to 22,571 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

HB Wealth Management first reported a position in DVLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $13K in Q4 2025. 17 funds tracked by Wall St. Rank hold DVLT as of Q3 2026.

  • HB Wealth Management held 22,571 shares of Datavault AI worth $3.52K as of Q3 2026.
  • HB Wealth Management bought 2,571 Datavault AI shares in Q3 2026, an estimated $748.
  • Datavault AI made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1882 holding.
  • HB Wealth Management first reported a position in Datavault AI in Q4 2025 and has held it in 4 quarters since.
  • HB Wealth Management's Datavault AI position peaked at $13K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Datavault AI as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.