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Disclosery

Klingman & Associates, LLC: HDV position timeline

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

Klingman & Associates, LLC held 100,967 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,967 shares
    Change vs previous 13F +80,742 shares

    0.12% of the 13F portfolio, value $2,767,504.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 20,225 shares
    Change vs previous 13F -417 shares

    0.13% of the 13F portfolio, value $2,744,972.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 20,642 shares
    Change vs previous 13F -32 shares

    0.12% of the 13F portfolio, value $2,510,256.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 20,674 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $2,531,549.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 20,668 shares
    Change vs previous 13F -43 shares

    0.13% of the 13F portfolio, value $2,421,624.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 20,711 shares
    Change vs previous 13F -94 shares

    0.15% of the 13F portfolio, value $2,508,528.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 20,805 shares
    Change vs previous 13F -492 shares

    0.14% of the 13F portfolio, value $2,335,620.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, 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 21,297 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,504,957.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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