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Krilogy Financial LLC: HDV position timeline

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

Krilogy Financial LLC held 54,053 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,053 shares
    Change vs previous 13F +43,185 shares

    0.04% of the 13F portfolio, value $1,481,601.

    13F-HR 0001659047-26-000005 filed by Krilogy 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 10,868 shares
    Change vs previous 13F -192 shares

    0.05% of the 13F portfolio, value $1,452,844.

    13F-HR 0001659047-26-000004 filed by Krilogy 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 11,060 shares
    Change vs previous 13F -236 shares

    0.05% of the 13F portfolio, value $1,428,923.

    13F-HR 0001659047-26-000002 filed by Krilogy 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 11,296 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $1,335,799.

    13F-HR 0001659047-25-000006 filed by Krilogy 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 11,277 shares
    Change vs previous 13F +483 shares

    0.08% of the 13F portfolio, value $1,321,369.

    13F-HR 0001659047-25-000004 filed by Krilogy 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 10,794 shares
    Change vs previous 13F -77 shares

    0.08% of the 13F portfolio, value $1,307,412.

    13F-HR 0001659047-25-000003 filed by Krilogy 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 10,871 shares
    Change vs previous 13F -962 shares

    0.08% of the 13F portfolio, value $1,220,360.

    13F-HR 0001659047-25-000001 filed by Krilogy 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 11,833 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,391,817.

    13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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