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Disclosery

Gray Private Wealth, LLC: HDV position timeline

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

Gray Private Wealth, LLC held 278,649 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 278,649 shares
    Change vs previous 13F +225,186 shares

    3.3% of the 13F portfolio, value $7,637,760.

    13F-HR 0001928877-26-000007 filed by Gray 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 53,463 shares
    Change vs previous 13F +1,229 shares

    3.65% of the 13F portfolio, value $7,256,021.

    13F-HR 0001928877-26-000005 filed by Gray 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 52,234 shares
    Change vs previous 13F +2,111 shares

    3.1% of the 13F portfolio, value $6,352,219.

    13F-HR 0001928877-26-000002 filed by Gray 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 50,123 shares
    Change vs previous 13F +884 shares

    3.1% of the 13F portfolio, value $6,137,564.

    13F-HR 0001928877-25-000010 filed by Gray 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 49,239 shares
    Change vs previous 13F +1,811 shares

    3.1% of the 13F portfolio, value $5,769,335.

    13F-HR 0001928877-25-000007 filed by Gray 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 47,428 shares
    Change vs previous 13F +1,816 shares

    3.46% of the 13F portfolio, value $5,744,433.

    13F-HR 0001928877-25-000005 filed by Gray 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 45,612 shares
    Change vs previous 13F +852 shares

    3.05% of the 13F portfolio, value $5,120,380.

    13F-HR 0001928877-25-000002 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,760 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $5,264,694.

    13F-HR 0001928877-24-000009 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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