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HFR Wealth Management, LLC: DHR position timeline

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

HFR Wealth Management, LLC held 42,205 DHR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,205 shares
    Change vs previous 13F +56 shares

    1.96% of the 13F portfolio, value $8,039,262.

    13F-HR 0001877822-26-000006 filed by HFR Wealth Management, 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 42,149 shares
    Change vs previous 13F -547 shares

    1.96% of the 13F portfolio, value $7,991,518.

    13F-HR 0001877822-26-000004 filed by HFR Wealth Management, 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 42,696 shares
    Change vs previous 13F +192 shares

    2.31% of the 13F portfolio, value $9,773,968.

    13F-HR 0001877822-26-000002 filed by HFR Wealth Management, 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 42,504 shares
    Change vs previous 13F +773 shares

    1.93% of the 13F portfolio, value $8,426,843.

    13F-HR 0001877822-25-000011 filed by HFR Wealth Management, 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 41,731 shares
    Change vs previous 13F +892 shares

    1.99% of the 13F portfolio, value $8,243,542.

    13F-HR 0001877822-25-000006 filed by HFR Wealth Management, 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 40,839 shares
    Change vs previous 13F +773 shares

    2.04% of the 13F portfolio, value $8,371,995.

    13F-HR 0001877822-25-000004 filed by HFR Wealth Management, 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 40,066 shares
    Change vs previous 13F +133 shares

    2.27% of the 13F portfolio, value $9,197,150.

    13F-HR 0001877822-25-000002 filed by HFR Wealth Management, 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 39,933 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $11,102,173.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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