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Ironwood Financial, llc: HDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ironwood Financial, llc on HDV, newest first. How the timeline and the estimate are built.

Ironwood Financial, llc held 106,403 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,403 shares
    Change vs previous 13F +85,561 shares

    0.47% of the 13F portfolio, value $2,971,843.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, 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 20,842 shares
    Change vs previous 13F +606 shares

    0.49% of the 13F portfolio, value $2,828,620.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, 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 20,236 shares
    Change vs previous 13F +751 shares

    0.43% of the 13F portfolio, value $2,508,710.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, 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 19,485 shares
    Change vs previous 13F +2,290 shares

    0.42% of the 13F portfolio, value $2,385,886.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, 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 17,195 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $2,082,664.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, 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 17,195 shares
    Change vs previous 13F +810 shares

    0.45% of the 13F portfolio, value $2,082,664.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, 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 16,385 shares
    Change vs previous 13F +918 shares

    0.39% of the 13F portfolio, value $1,839,353.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, 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 15,467 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,819,284.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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