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Cresta Advisors, Ltd.: HDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresta Advisors, Ltd. on HDV, newest first. How the timeline and the estimate are built.

Cresta Advisors, Ltd. held 39,053 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,053 shares
    Change vs previous 13F +30,579 shares

    0.38% of the 13F portfolio, value $1,070,443.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 8,474 shares
    Change vs previous 13F +760 shares

    0.47% of the 13F portfolio, value $1,150,092.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 7,714 shares
    Change vs previous 13F +500 shares

    0.39% of the 13F portfolio, value $938,100.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 7,214 shares
    Change vs previous 13F -1,937 shares

    0.39% of the 13F portfolio, value $883,355.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 9,151 shares
    Change vs previous 13F +869 shares

    0.52% of the 13F portfolio, value $1,072,223.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,282 shares
    Change vs previous 13F +1,216 shares

    0.52% of the 13F portfolio, value $1,003,116.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,066 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $831,103.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,066 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $831,103.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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