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Disclosery

Hilton Capital Management, LLC: FDVV position timeline

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

Hilton Capital Management, LLC held 20,095 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,095 shares
    Change vs previous 13F +4,230 shares

    0.08% of the 13F portfolio, value $1,211,528.

    13F-HR 0001172661-26-003054 filed by Hilton Capital 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 15,865 shares
    Change vs previous 13F -2,760 shares

    0.07% of the 13F portfolio, value $876,383.

    13F-HR 0001172661-26-001990 filed by Hilton Capital 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 18,625 shares
    Change vs previous 13F +525 shares

    0.08% of the 13F portfolio, value $1,055,851.

    13F-HR 0001172661-26-000671 filed by Hilton Capital 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 18,100 shares
    Change vs previous 13F +18,100 shares

    0.08% of the 13F portfolio, value $1,008,351.

    13F-HR 0001172661-25-004728 filed by Hilton Capital 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -9,065 shares

    13F-HR 0001172661-25-000595 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 9,065 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $459,142.

    13F-HR 0001839882-24-038450 filed by Hilton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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