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Disclosery

Allworth Financial LP: HDV position timeline

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

Allworth Financial LP held 148,186 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,186 shares
    Change vs previous 13F +118,038 shares

    0.02% of the 13F portfolio, value $4,061,778.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 30,148 shares
    Change vs previous 13F -688 shares

    0.02% of the 13F portfolio, value $4,091,669.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 30,836 shares
    Change vs previous 13F +296 shares

    0.02% of the 13F portfolio, value $3,750,009.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 30,540 shares
    Change vs previous 13F -502 shares

    0.02% of the 13F portfolio, value $3,739,586.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 31,042 shares
    Change vs previous 13F -557 shares

    0.02% of the 13F portfolio, value $3,637,181.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 31,599 shares
    Change vs previous 13F +14,118 shares

    0.02% of the 13F portfolio, value $3,599,081.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 17,481 shares
    Change vs previous 13F -1,333 shares

    0.01% of the 13F portfolio, value $1,993,409.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,212,873.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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