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Disclosery

Operose Advisors LLC: HDV position timeline

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

Operose Advisors LLC held 55,276 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,276 shares
    Change vs previous 13F +44,649 shares

    0.29% of the 13F portfolio, value $1,515,111.

    13F-HR 0001909750-26-000007 filed by Operose Advisors 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 10,627 shares
    Change vs previous 13F +442 shares

    0.33% of the 13F portfolio, value $1,442,276.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 10,185 shares
    Change vs previous 13F +561 shares

    0.29% of the 13F portfolio, value $1,238,630.

    13F-HR 0001909750-26-000002 filed by Operose Advisors 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 9,624 shares
    Change vs previous 13F +409 shares

    0.29% of the 13F portfolio, value $1,178,441.

    13F-HR 0001909750-25-000013 filed by Operose Advisors 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 9,215 shares
    Change vs previous 13F +2,450 shares

    0.3% of the 13F portfolio, value $1,079,754.

    13F-HR 0001909750-25-000007 filed by Operose Advisors 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 6,765 shares
    Change vs previous 13F +1,982 shares

    0.27% of the 13F portfolio, value $819,359.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 4,783 shares
    Change vs previous 13F +248 shares

    0.18% of the 13F portfolio, value $536,891.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 4,535 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $533,385.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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