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ADG Wealth Management Group, LLC: HDV position timeline

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

ADG Wealth Management Group, LLC held 45,039 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,039 shares
    Change vs previous 13F +36,182 shares

    0.78% of the 13F portfolio, value $1,234,520.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 8,857 shares
    Change vs previous 13F +684 shares

    0.83% of the 13F portfolio, value $1,202,090.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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 8,173 shares
    Change vs previous 13F +518 shares

    0.75% of the 13F portfolio, value $993,872.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, 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 7,655 shares
    Change vs previous 13F -100 shares

    0.74% of the 13F portfolio, value $937,385.

    13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,755 shares
    Change vs previous 13F -12 shares

    0.77% of the 13F portfolio, value $908,672.

    13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,767 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $940,748.

    13F-HR 0002053824-25-000003 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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