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PURSUE WEALTH PARTNERS LLC: HDV position timeline

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

PURSUE WEALTH PARTNERS LLC held 17,475 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 17,475 shares
    Change vs previous 13F +13,980 shares

    0.27% of the 13F portfolio, value $478,990.

    13F-HR 0001951757-26-001186 filed by PURSUE WEALTH PARTNERS 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 3,495 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $474,000.

    13F-HR 0001951757-26-000531 filed by PURSUE WEALTH PARTNERS 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 3,495 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $425,000.

    13F-HR 0001951757-26-000292 filed by PURSUE WEALTH PARTNERS 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 3,495 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $427,963.

    13F-HR 0001951757-25-001324 filed by PURSUE WEALTH PARTNERS 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 3,495 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $409,509.

    13F-HR 0001951757-25-001077 filed by PURSUE WEALTH PARTNERS 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 3,495 shares
    Change vs previous 13F -2,171 shares

    0.26% of the 13F portfolio, value $423,314.

    13F-HR 0001951757-25-000420 filed by PURSUE WEALTH PARTNERS 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 5,666 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $636,065.

    13F-HR 0001951757-25-000203 filed by PURSUE WEALTH PARTNERS 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 5,666 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $666,435.

    13F-HR 0001951757-24-001138 filed by PURSUE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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