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Disclosery

Connecticut Wealth Management, LLC: HDV position timeline

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

Connecticut Wealth Management, LLC held 125,092 HDV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 125,092 shares
    Change vs previous 13F -22,933 shares

    0.13% of the 13F portfolio, value $3,497,585.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 148,025 shares
    Change vs previous 13F +118,420 shares

    0.15% of the 13F portfolio, value $4,057,378.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth 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 ended2026-03-31
    13F 29,605 shares
    Change vs previous 13F -98 shares

    0.17% of the 13F portfolio, value $4,018,003.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth 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 ended2025-12-31
    13F 29,703 shares
    Change vs previous 13F -77 shares

    0.16% of the 13F portfolio, value $3,612,182.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth 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 ended2025-09-30
    13F 29,780 shares
    Change vs previous 13F -104 shares

    0.16% of the 13F portfolio, value $3,646,561.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, 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 29,884 shares
    Change vs previous 13F +77 shares

    0.17% of the 13F portfolio, value $3,501,508.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, 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 29,807 shares
    Change vs previous 13F -222 shares

    0.19% of the 13F portfolio, value $3,610,224.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, 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 30,029 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,371,056.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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