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Clear Creek Financial Management, LLC: HERD position timeline

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

Clear Creek Financial Management, LLC held 81,998 HERD 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 81,998 shares
    Change vs previous 13F +4,696 shares

    0.25% of the 13F portfolio, value $3,859,252.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial 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 77,302 shares
    Change vs previous 13F +3,812 shares

    0.27% of the 13F portfolio, value $3,536,180.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial 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 73,490 shares
    Change vs previous 13F +2,347 shares

    0.26% of the 13F portfolio, value $3,193,802.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial 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 71,143 shares
    Change vs previous 13F +7,415 shares

    0.26% of the 13F portfolio, value $3,013,617.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial 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 63,728 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,538,286.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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