Skip to content
Disclosery

Embree Financial Group: HDV position timeline

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

Embree Financial Group held 201,347 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,347 shares
    Change vs previous 13F +163,946 shares

    0.55% of the 13F portfolio, value $5,518,919.

    13F-HR 0002085853-26-000741 filed by Embree Financial Group
    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 37,401 shares
    Change vs previous 13F +2,943 shares

    0.6% of the 13F portfolio, value $5,076,081.

    13F-HR 0002085853-26-000476 filed by Embree Financial Group
    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 34,458 shares
    Change vs previous 13F -198 shares

    0.52% of the 13F portfolio, value $4,190,386.

    13F-HR 0002085853-26-000033 filed by Embree Financial Group
    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 34,656 shares
    Change vs previous 13F -3,499 shares

    0.57% of the 13F portfolio, value $4,243,656.

    13F-HR 0002085853-25-000037 filed by Embree Financial Group
    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 38,155 shares
    Change vs previous 13F -771 shares

    0.67% of the 13F portfolio, value $4,470,596.

    13F-HR 0001667731-25-000842 filed by Embree Financial Group
    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 38,926 shares
    Change vs previous 13F -1,873 shares

    0.79% of the 13F portfolio, value $4,714,689.

    13F-HR 0001667731-25-000496 filed by Embree Financial Group
    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 40,799 shares
    Change vs previous 13F -588 shares

    0.78% of the 13F portfolio, value $4,580,083.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    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 41,387 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,867,942.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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