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Steward Partners Investment Advisory, LLC: HDV position timeline

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

Steward Partners Investment Advisory, LLC held 1,490,723 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,490,723 shares
    Change vs previous 13F +1,180,423 shares

    0.21% of the 13F portfolio, value $40,860,710.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 310,300 shares
    Change vs previous 13F +14,186 shares

    0.21% of the 13F portfolio, value $42,113,994.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 296,114 shares
    Change vs previous 13F +3,876 shares

    0.2% of the 13F portfolio, value $36,010,386.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 292,238 shares
    Change vs previous 13F +5,025 shares

    0.21% of the 13F portfolio, value $35,784,555.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 287,213 shares
    Change vs previous 13F +7,497 shares

    0.26% of the 13F portfolio, value $33,652,706.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 279,716 shares
    Change vs previous 13F +8,327 shares

    0.3% of the 13F portfolio, value $33,879,166.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 271,389 shares
    Change vs previous 13F -804 shares

    0.27% of the 13F portfolio, value $30,466,092.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 272,193 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $32,015,337.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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