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Disclosery

Sowell Financial Services LLC: HDV position timeline

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

Sowell Financial Services LLC held 91,501 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,501 shares
    Change vs previous 13F +72,822 shares

    0.08% of the 13F portfolio, value $2,508,050.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 18,679 shares
    Change vs previous 13F -510 shares

    0.09% of the 13F portfolio, value $2,535,135.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 19,189 shares
    Change vs previous 13F +41 shares

    0.09% of the 13F portfolio, value $2,333,519.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 19,148 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $2,344,676.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 19,037 shares
    Change vs previous 13F +147 shares

    0.09% of the 13F portfolio, value $2,230,587.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 18,890 shares
    Change vs previous 13F -241 shares

    0.1% of the 13F portfolio, value $2,287,901.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 19,131 shares
    Change vs previous 13F -1,661 shares

    0.11% of the 13F portfolio, value $2,147,651.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 20,792 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,446,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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