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Disclosery

SHP Wealth Management: HDV position timeline

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

SHP Wealth Management held 29,891 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,891 shares
    Change vs previous 13F +24,088 shares

    0.06% of the 13F portfolio, value $819,313.

    13F-HR 0001807060-26-000005 filed by SHP Wealth Management
    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 5,803 shares
    Change vs previous 13F -257 shares

    0.06% of the 13F portfolio, value $787,502.

    13F-HR 0001807060-26-000003 filed by SHP 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 ended2025-12-31
    13F 6,060 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $737,053.

    13F-HR 0001807060-26-000002 filed by SHP Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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