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Disclosery

Harold Davidson & Associates Inc.: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harold Davidson & Associates Inc. on HD, newest first. How the timeline and the estimate are built.

Harold Davidson & Associates Inc. held 9,421 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,421 shares
    Change vs previous 13F -502 shares

    1.44% of the 13F portfolio, value $3,322,598.

    13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates 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 9,923 shares
    Change vs previous 13F -158 shares

    1.58% of the 13F portfolio, value $3,263,575.

    13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates 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 10,081 shares
    Change vs previous 13F -535 shares

    1.53% of the 13F portfolio, value $3,468,872.

    13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates 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 10,616 shares
    Change vs previous 13F +2,884 shares

    1.95% of the 13F portfolio, value $4,301,497.

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates 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 7,732 shares
    Change vs previous 13F -2,629 shares

    1.84% of the 13F portfolio, value $2,834,860.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates 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 10,361 shares
    Change vs previous 13F +179 shares

    2.07% of the 13F portfolio, value $3,797,203.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates 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 10,182 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $3,960,696.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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