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LPL Financial LLC: HDV position timeline

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

LPL Financial LLC held 16,884,985 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,884,985 shares
    Change vs previous 13F +13,567,323 shares

    0.1% of the 13F portfolio, value $462,817,396.

    13F-HR 0001403438-26-000004 filed by LPL 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 3,317,662 shares
    Change vs previous 13F +385,695 shares

    0.12% of the 13F portfolio, value $450,273,006.

    13F-HR 0001403438-26-000002 filed by LPL 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 2,931,967 shares
    Change vs previous 13F +111,853 shares

    0.1% of the 13F portfolio, value $356,556,554.

    13F-HR 0001403438-26-000001 filed by LPL 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 2,820,114 shares
    Change vs previous 13F +56,800 shares

    0.1% of the 13F portfolio, value $345,322,923.

    13F-HR 0001403438-25-000006 filed by LPL 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 2,763,314 shares
    Change vs previous 13F +281,719 shares

    0.11% of the 13F portfolio, value $323,777,539.

    13F-HR 0001403438-25-000005 filed by LPL 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 2,481,595 shares
    Change vs previous 13F +102,040 shares

    0.12% of the 13F portfolio, value $300,570,774.

    13F-HR 0001403438-25-000003 filed by LPL 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 2,379,555 shares
    Change vs previous 13F +143,528 shares

    0.11% of the 13F portfolio, value $267,128,854.

    13F-HR 0001403438-25-000002 filed by LPL 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 2,236,027 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $263,001,474.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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