Skip to content
Disclosery

RIDGECREST WEALTH PARTNERS, LLC: HDV position timeline

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

RIDGECREST WEALTH PARTNERS, LLC held 95,357 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,357 shares
    Change vs previous 13F +76,080 shares

    1.26% of the 13F portfolio, value $2,613,737.

    13F-HR 0001860719-26-000004 filed by RIDGECREST 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 19,277 shares
    Change vs previous 13F +2,356 shares

    1.44% of the 13F portfolio, value $2,616,246.

    13F-HR 0001860719-26-000002 filed by RIDGECREST 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 16,921 shares
    Change vs previous 13F -3,357 shares

    1.12% of the 13F portfolio, value $2,057,755.

    13F-HR 0001860719-26-000001 filed by RIDGECREST 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 20,278 shares
    Change vs previous 13F +239 shares

    1.12% of the 13F portfolio, value $2,483,076.

    13F-HR 0001860719-25-000007 filed by RIDGECREST 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 20,039 shares
    Change vs previous 13F +975 shares

    1.24% of the 13F portfolio, value $2,347,944.

    13F-HR 0001860719-25-000005 filed by RIDGECREST 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 19,064 shares
    Change vs previous 13F +5,688 shares

    1.21% of the 13F portfolio, value $2,309,070.

    13F-HR 0001860719-25-000003 filed by RIDGECREST 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 13,376 shares
    Change vs previous 13F +219 shares

    0.81% of the 13F portfolio, value $1,501,619.

    13F-HR 0001860719-25-000001 filed by RIDGECREST 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 13,157 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,547,557.

    13F-HR 0001860719-24-000004 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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