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Cypress Wealth Services, LLC: HDV position timeline

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

Cypress Wealth Services, LLC held 16,054 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,054 shares
    Change vs previous 13F +12,828 shares

    0.05% of the 13F portfolio, value $440,038.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, 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 3,226 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $437,821.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, 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 3,224 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $392,115.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, 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 3,222 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $394,518.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, 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 3,220 shares
    Change vs previous 13F -70 shares

    0.07% of the 13F portfolio, value $377,287.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,290 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $398,485.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, LLC
    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 3,335 shares
    Change vs previous 13F -120 shares

    0.08% of the 13F portfolio, value $374,387.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,455 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $406,377.

    13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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