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Disclosery

Fiduciary Group, LLC: HDV position timeline

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

Fiduciary Group, LLC held 82,665 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,665 shares
    Change vs previous 13F +65,087 shares

    0.18% of the 13F portfolio, value $2,265,848.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 17,578 shares
    Change vs previous 13F -160 shares

    0.2% of the 13F portfolio, value $2,385,686.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 17,738 shares
    Change vs previous 13F +38 shares

    0.18% of the 13F portfolio, value $2,157,118.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 17,700 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,167,365.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 17,700 shares
    Change vs previous 13F +303 shares

    0.2% of the 13F portfolio, value $2,073,909.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 17,397 shares
    Change vs previous 13F +2,033 shares

    0.21% of the 13F portfolio, value $2,107,125.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 15,364 shares
    Change vs previous 13F +3,890 shares

    0.17% of the 13F portfolio, value $1,724,763.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 11,474 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,349,572.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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