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PFG Advisors: HDV position timeline

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

PFG Advisors held 20,013 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,013 shares
    Change vs previous 13F +14,916 shares

    0.03% of the 13F portfolio, value $548,567.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 5,097 shares
    Change vs previous 13F +2,033 shares

    0.03% of the 13F portfolio, value $691,828.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 3,064 shares
    Change vs previous 13F -8,508 shares

    0.02% of the 13F portfolio, value $372,570.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 11,572 shares
    Change vs previous 13F -64,280 shares

    0.06% of the 13F portfolio, value $1,416,939.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 75,852 shares
    Change vs previous 13F +12,969 shares

    0.41% of the 13F portfolio, value $8,887,637.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 62,883 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,616,389.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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