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Advus Financial Partners, LLC: HDV position timeline

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

Advus Financial Partners, LLC held 39,311 HDV shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 39,311 shares
    Change vs previous 13F +19,834 shares

    0.31% of the 13F portfolio, value $1,077,505.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 19,477 shares
    Change vs previous 13F -45,800 shares

    1% of the 13F portfolio, value $2,643,382.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 65,277 shares
    Change vs previous 13F +1,515 shares

    2.85% of the 13F portfolio, value $7,938,313.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 63,762 shares
    Change vs previous 13F -2,108 shares

    2.9% of the 13F portfolio, value $7,807,634.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 65,870 shares
    Change vs previous 13F -1,269 shares

    3.05% of the 13F portfolio, value $7,717,966.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 67,139 shares
    Change vs previous 13F +2,950 shares

    3.48% of the 13F portfolio, value $8,131,812.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 64,189 shares
    Change vs previous 13F -1,877 shares

    3.09% of the 13F portfolio, value $7,205,797.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 66,066 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $7,770,657.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested