Formidable Asset Management, LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Formidable Asset Management, LLC on HDV, newest first. How the timeline and the estimate are built.
Formidable Asset Management, LLC held 20,444 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 20,444 sharesChange vs previous 13F +2,617 shares
0.44% of the 13F portfolio, value $2,774,618.
13F-HR 0001592613-26-000003 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,827 sharesChange vs previous 13F -924 shares
0.33% of the 13F portfolio, value $2,167,912.
13F-HR 0001592613-26-000002 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,751 sharesChange vs previous 13F -6,737 shares
0.33% of the 13F portfolio, value $2,296,090.
13F-HR 0001592613-26-000001 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,488 sharesChange vs previous 13F -513 shares
0.47% of the 13F portfolio, value $2,986,443.
13F-HR 0001592613-25-000008 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,001 sharesChange vs previous 13F 0 shares
0.53% of the 13F portfolio, value $3,149,240.
13F-HR 0001592613-25-000004 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,001 sharesChange vs previous 13F -688 shares
0.53% of the 13F portfolio, value $3,149,240.
13F-HR 0001592613-25-000002 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,689 sharesChange vs previous 13F -6,587 shares
0.49% of the 13F portfolio, value $2,996,110.
13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,276 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $3,913,959.
13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).