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Disclosery

Financial Perspectives, Inc: HDV position timeline

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

Financial Perspectives, Inc held 374,187 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,187 shares
    Change vs previous 13F +299,356 shares

    2.5% of the 13F portfolio, value $10,256,479.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 74,831 shares
    Change vs previous 13F +644 shares

    2.84% of the 13F portfolio, value $10,156,008.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 74,187 shares
    Change vs previous 13F +1,072 shares

    2.43% of the 13F portfolio, value $9,021,857.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    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 73,115 shares
    Change vs previous 13F +1,263 shares

    2.48% of the 13F portfolio, value $8,952,956.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    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 71,852 shares
    Change vs previous 13F +1,180 shares

    2.55% of the 13F portfolio, value $8,418,894.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    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 70,672 shares
    Change vs previous 13F +489 shares

    2.93% of the 13F portfolio, value $8,559,733.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 70,183 shares
    Change vs previous 13F +1,271 shares

    2.65% of the 13F portfolio, value $7,878,732.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    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 68,912 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $8,105,377.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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