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Disclosery

Shira Ridge Wealth Management: HDV position timeline

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

Shira Ridge Wealth Management held 12,078 HDV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,078 shares
    Change vs previous 13F -366 shares

    0.12% of the 13F portfolio, value $337,699.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,444 shares
    Change vs previous 13F +9,808 shares

    0.12% of the 13F portfolio, value $341,088.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,636 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $357,749.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,636 shares
    Change vs previous 13F -196 shares

    0.13% of the 13F portfolio, value $320,556.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,832 shares
    Change vs previous 13F -404 shares

    0.15% of the 13F portfolio, value $346,770.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,236 shares
    Change vs previous 13F -327 shares

    0.17% of the 13F portfolio, value $379,154.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,563 shares
    Change vs previous 13F -148 shares

    0.22% of the 13F portfolio, value $431,542.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,711 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $416,589.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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