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GENESIS PRIVATE WEALTH, LLC: HDV position timeline

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

GENESIS PRIVATE WEALTH, LLC held 39,685 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,685 shares
    Change vs previous 13F +31,775 shares

    0.31% of the 13F portfolio, value $1,087,766.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, LLC
    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 7,910 shares
    Change vs previous 13F -54 shares

    0.34% of the 13F portfolio, value $1,073,545.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, LLC
    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 7,964 shares
    Change vs previous 13F -2,306 shares

    0.3% of the 13F portfolio, value $968,502.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,270 shares
    Change vs previous 13F +2,173 shares

    0.53% of the 13F portfolio, value $1,257,562.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
    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 8,097 shares
    Change vs previous 13F -101 shares

    0.45% of the 13F portfolio, value $948,725.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,198 shares
    Change vs previous 13F -7,816 shares

    0.53% of the 13F portfolio, value $992,942.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, LLC
    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 16,014 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,797,732.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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