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Disclosery

Gen-Wealth Partners Inc: HDV position timeline

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

Gen-Wealth Partners Inc held 14,520 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 14,520 shares
    Change vs previous 13F +11,616 shares

    0.11% of the 13F portfolio, value $397,993.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners 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 2,904 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $394,131.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners 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 2,904 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $353,155.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners 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 2,904 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $355,595.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners 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 2,904 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $340,262.

    13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners 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 2,904 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $351,732.

    13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners 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 2,904 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $326,003.

    13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners 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 2,904 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $340,523.

    13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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