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Disclosery

BCS Wealth Management: HDV position timeline

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

BCS Wealth Management held 10,215 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,215 shares
    Change vs previous 13F +7,896 shares

    0.05% of the 13F portfolio, value $280,005.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 2,319 shares
    Change vs previous 13F -2,946 shares

    0.06% of the 13F portfolio, value $314,808.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 5,265 shares
    Change vs previous 13F +2,529 shares

    0.06% of the 13F portfolio, value $640,409.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 2,736 shares
    Change vs previous 13F -63 shares

    0.08% of the 13F portfolio, value $335,090.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 2,799 shares
    Change vs previous 13F -125 shares

    0.07% of the 13F portfolio, value $328,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 2,924 shares
    Change vs previous 13F -1,593 shares

    0.09% of the 13F portfolio, value $354,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 4,517 shares
    Change vs previous 13F -412 shares

    0.13% of the 13F portfolio, value $507,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    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 4,929 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $580,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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