Skip to content
Disclosery

Simply Money Advisors: HDV position timeline

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

Simply Money Advisors held 77,597 HDV shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 77,597 shares
    Change vs previous 13F -3,391 shares

    0.92% of the 13F portfolio, value $6,555,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-12-31
    13F 80,988 shares
    Change vs previous 13F -7,518 shares

    0.94% of the 13F portfolio, value $7,300,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 88,506 shares
    Change vs previous 13F -18,644 shares

    1.01% of the 13F portfolio, value $7,607,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 107,150 shares
    Change vs previous 13F -296,899 shares

    1.21% of the 13F portfolio, value $8,907,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 404,049 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $33,884,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

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