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Disclosery

Investment Advisory Group, LLC: HDV position timeline

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

Investment Advisory Group, LLC held 86,195 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,195 shares
    Change vs previous 13F +68,607 shares

    0.51% of the 13F portfolio, value $2,362,598.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 17,588 shares
    Change vs previous 13F -53 shares

    0.61% of the 13F portfolio, value $2,387,103.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 17,641 shares
    Change vs previous 13F -567 shares

    0.55% of the 13F portfolio, value $2,145,312.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 18,208 shares
    Change vs previous 13F +1 shares

    0.61% of the 13F portfolio, value $2,229,587.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 18,207 shares
    Change vs previous 13F +77 shares

    0.65% of the 13F portfolio, value $2,133,321.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 18,130 shares
    Change vs previous 13F +7 shares

    0.73% of the 13F portfolio, value $2,195,903.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, 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 18,123 shares
    Change vs previous 13F -74 shares

    0.68% of the 13F portfolio, value $2,034,444.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 18,197 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,140,284.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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