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Disclosery

Ellis Investment Partners, LLC: HDV position timeline

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

Ellis Investment Partners, LLC held 92,478 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,478 shares
    Change vs previous 13F +73,995 shares

    0.38% of the 13F portfolio, value $2,534,833.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 18,483 shares
    Change vs previous 13F +112 shares

    0.44% of the 13F portfolio, value $2,508,551.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 18,371 shares
    Change vs previous 13F -983 shares

    0.39% of the 13F portfolio, value $2,234,198.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 19,354 shares
    Change vs previous 13F -83 shares

    0.43% of the 13F portfolio, value $2,369,963.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 19,437 shares
    Change vs previous 13F +177 shares

    0.44% of the 13F portfolio, value $2,277,398.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 19,260 shares
    Change vs previous 13F -1,300 shares

    0.48% of the 13F portfolio, value $2,332,775.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 20,560 shares
    Change vs previous 13F -3,397 shares

    0.45% of the 13F portfolio, value $2,308,030.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 23,957 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,817,823.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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