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Disclosery

Chatterton & Associates Inc.: HDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chatterton & Associates Inc. on HDV, newest first. How the timeline and the estimate are built.

Chatterton & Associates Inc. held 23,395 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,395 shares
    Change vs previous 13F +18,716 shares

    0.38% of the 13F portfolio, value $645,234.

    13F-HR 0002102688-26-000004 filed by Chatterton & Associates Inc.
    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 4,679 shares
    Change vs previous 13F +188 shares

    0.44% of the 13F portfolio, value $633,583.

    13F-HR 0002102688-26-000003 filed by Chatterton & Associates Inc.
    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 4,491 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $546,151.

    13F-HR 0002102688-26-000001 filed by Chatterton & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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