CLIENT 1ST ADVISORY GROUP, LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on HDV, newest first. How the timeline and the estimate are built.
CLIENT 1ST ADVISORY GROUP, LLC held 0 HDV shares at 2025-09-30 per its 13F-HR filed 2025-10-17.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -3,037 shares
13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 3,037 sharesChange vs previous 13F -118 shares
0.13% of the 13F portfolio, value $355,814.
13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,155 sharesChange vs previous 13F +1 shares
0.15% of the 13F portfolio, value $382,088.
13F-HR 0001802816-25-000003 filed by CLIENT 1ST ADVISORY GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,154 sharesChange vs previous 13F -175 shares
0.14% of the 13F portfolio, value $354,032.
13F-HR 0000905729-25-000016 filed by CLIENT 1ST ADVISORY GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,329 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $391,590.
13F-HR 0000905729-25-000029 filed by CLIENT 1ST ADVISORY GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).