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Disclosery

5T Wealth, LLC: HDEF position timeline

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

5T Wealth, LLC held 31,511 HDEF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,511 shares
    Change vs previous 13F +1,479 shares

    0.38% of the 13F portfolio, value $1,012,776.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 30,032 shares
    Change vs previous 13F +2,430 shares

    0.38% of the 13F portfolio, value $973,325.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 27,602 shares
    Change vs previous 13F +5,585 shares

    0.34% of the 13F portfolio, value $855,415.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 22,017 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $647,743.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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