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Disclosery

M3 Wealth Management, LLC: HDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Wealth Management, LLC on HDV, newest first. How the timeline and the estimate are built.

M3 Wealth Management, LLC held 59,889 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 59,889 shares
    Change vs previous 13F +56,906 shares

    1.07% of the 13F portfolio, value $1,641,557.

    13F-HR 0001765380-26-000303 filed by M3 Wealth Management, 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 2,983 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $404,853.

    13F-HR 0001765380-26-000148 filed by M3 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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