PALO ALTO WEALTH ADVISORS, LLC: HYD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PALO ALTO WEALTH ADVISORS, LLC on HYD, newest first. How the timeline and the estimate are built.
PALO ALTO WEALTH ADVISORS, LLC held 7,541 HYD shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 7,541 sharesChange vs previous 13F -1,794 shares
0.11% of the 13F portfolio, value $384,439.
13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,335 sharesChange vs previous 13F +618 shares
0.18% of the 13F portfolio, value $468,728.
13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,717 sharesChange vs previous 13F +68 shares
0.17% of the 13F portfolio, value $436,733.
13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,649 sharesChange vs previous 13F +3,880 shares
0.16% of the 13F portfolio, value $448,957.
13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,769 sharesChange vs previous 13F +66 shares
0.1% of the 13F portfolio, value $250,569.
13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,703 sharesChange vs previous 13F +439 shares
0.17% of the 13F portfolio, value $242,929.
13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 4,264 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $222,835.
13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).