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Disclosery

Atlas Private Wealth Advisors: HDV position timeline

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

Atlas Private Wealth Advisors held 99,878 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,878 shares
    Change vs previous 13F +79,596 shares

    0.6% of the 13F portfolio, value $2,737,651.

    13F-HR 0001814234-26-000005 filed by Atlas Private 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 20,282 shares
    Change vs previous 13F +1,160 shares

    0.65% of the 13F portfolio, value $2,752,631.

    13F-HR 0001814234-26-000003 filed by Atlas Private 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 19,122 shares
    Change vs previous 13F +134 shares

    0.54% of the 13F portfolio, value $2,325,373.

    13F-HR 0001814234-26-000002 filed by Atlas Private 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 18,988 shares
    Change vs previous 13F -17,131 shares

    0.57% of the 13F portfolio, value $2,325,131.

    13F-HR 0001814234-25-000003 filed by Atlas Private 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 36,119 shares
    Change vs previous 13F +440 shares

    0.54% of the 13F portfolio, value $4,232,066.

    13F-HR 0001085146-25-004509 filed by Atlas Private 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 35,679 shares
    Change vs previous 13F -511 shares

    0.6% of the 13F portfolio, value $4,321,432.

    13F-HR 0001085146-25-002157 filed by Atlas Private 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 36,190 shares
    Change vs previous 13F +1,712 shares

    0.58% of the 13F portfolio, value $4,062,662.

    13F-HR 0001085146-25-000358 filed by Atlas Private 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 34,478 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,055,296.

    13F-HR 0001085146-24-004710 filed by Atlas Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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