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CAPTRUST FINANCIAL ADVISORS: HDV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 475,468 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 475,468 shares
    Change vs previous 13F +379,901 shares

    0.02% of the 13F portfolio, value $13,032,576.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 95,567 shares
    Change vs previous 13F -991 shares

    0.02% of the 13F portfolio, value $12,970,122.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 96,558 shares
    Change vs previous 13F +5,945 shares

    0.02% of the 13F portfolio, value $11,742,428.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 90,613 shares
    Change vs previous 13F -1,243 shares

    0.02% of the 13F portfolio, value $11,095,566.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 91,856 shares
    Change vs previous 13F -531 shares

    0.02% of the 13F portfolio, value $10,762,797.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 92,387 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $11,189,953.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 92,408 shares
    Change vs previous 13F +777 shares

    0.03% of the 13F portfolio, value $10,373,762.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 91,631 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,777,612.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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