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Disclosery

Base Wealth Management LLC: HDV position timeline

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

Base Wealth Management LLC held 380,207 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,207 shares
    Change vs previous 13F +309,565 shares

    4.85% of the 13F portfolio, value $10,421,462.

    13F-HR 0002083977-26-000005 filed by Base Wealth Management 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 70,642 shares
    Change vs previous 13F +1,867 shares

    5.36% of the 13F portfolio, value $9,587,465.

    13F-HR 0002083977-26-000004 filed by Base Wealth Management 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 68,775 shares
    Change vs previous 13F +5,776 shares

    4.5% of the 13F portfolio, value $8,363,770.

    13F-HR 0002083977-26-000002 filed by Base Wealth Management 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 62,999 shares
    Change vs previous 13F -10,339 shares

    4.4% of the 13F portfolio, value $7,714,247.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management 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 73,338 shares
    Change vs previous 13F +5,622 shares

    5.51% of the 13F portfolio, value $8,593,029.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management 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 67,716 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $8,201,702.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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