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Gallagher Capital Advisors, LLC: HDV position timeline

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

Gallagher Capital Advisors, LLC held 145,730 HDV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 145,730 shares
    Change vs previous 13F +428 shares

    2.18% of the 13F portfolio, value $4,074,612.

    13F-HR 0002085853-26-001131 filed by Gallagher Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 145,302 shares
    Change vs previous 13F +116,314 shares

    2.28% of the 13F portfolio, value $3,982,737.

    13F-HR 0002085853-26-000931 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,988 shares
    Change vs previous 13F +28,988 shares

    0.53% of the 13F portfolio, value $786,847.

    13F-HR 0002085853-26-000566 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -30,600 shares

    13F-HR 0002085853-26-000260 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 30,600 shares
    Change vs previous 13F +12,086 shares

    2.08% of the 13F portfolio, value $3,619,458.

    13F-HR 0002085853-25-000234 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,514 shares
    Change vs previous 13F -12,052 shares

    1.79% of the 13F portfolio, value $2,220,680.

    13F-HR 0001667731-25-001018 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,566 shares
    Change vs previous 13F -158 shares

    2.82% of the 13F portfolio, value $3,702,180.

    13F-HR 0001667731-25-000488 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,724 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $3,449,098.

    13F-HR 0001667731-25-000221 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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