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COLLECTIVE FAMILY OFFICE LLC: HDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLLECTIVE FAMILY OFFICE LLC on HDV, newest first. How the timeline and the estimate are built.

COLLECTIVE FAMILY OFFICE LLC held 72,365 HDV shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 72,365 shares
    Change vs previous 13F +4,715 shares

    0.42% of the 13F portfolio, value $2,023,325.

    13F-HR 0001845066-26-000006 filed by COLLECTIVE FAMILY OFFICE LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 67,650 shares
    Change vs previous 13F +53,860 shares

    0.38% of the 13F portfolio, value $1,854,287.

    13F-HR 0001845066-26-000004 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,790 shares
    Change vs previous 13F -765 shares

    0.42% of the 13F portfolio, value $1,871,579.

    13F-HR 0001845066-26-000003 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,555 shares
    Change vs previous 13F +1,586 shares

    0.41% of the 13F portfolio, value $1,770,034.

    13F-HR 0001845066-26-000001 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,969 shares
    Change vs previous 13F -230 shares

    0.38% of the 13F portfolio, value $1,588,054.

    13F-HR 0001845066-25-000009 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,199 shares
    Change vs previous 13F +2,239 shares

    0.4% of the 13F portfolio, value $1,546,527.

    13F-HR 0001845066-25-000007 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,960 shares
    Change vs previous 13F +2,365 shares

    0.36% of the 13F portfolio, value $1,327,475.

    13F-HR 0001845066-25-000005 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,595 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $964,875.

    13F-HR 0001845066-25-000002 filed by COLLECTIVE FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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