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Arkadios Wealth Advisors: HDV position timeline

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

Arkadios Wealth Advisors held 193,560 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,560 shares
    Change vs previous 13F +161,538 shares

    0.08% of the 13F portfolio, value $5,305,479.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 32,022 shares
    Change vs previous 13F +72 shares

    0.07% of the 13F portfolio, value $4,346,076.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 31,950 shares
    Change vs previous 13F +1,320 shares

    0.08% of the 13F portfolio, value $3,885,440.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 30,630 shares
    Change vs previous 13F +1,106 shares

    0.09% of the 13F portfolio, value $3,750,591.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 29,524 shares
    Change vs previous 13F -204 shares

    0.1% of the 13F portfolio, value $3,459,382.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 29,728 shares
    Change vs previous 13F +997 shares

    0.14% of the 13F portfolio, value $3,600,646.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 28,731 shares
    Change vs previous 13F +2,878 shares

    0.18% of the 13F portfolio, value $3,225,359.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 25,853 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,040,842.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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