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SWEENEY & MICHEL, LLC: HDV position timeline

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

SWEENEY & MICHEL, LLC held 836,134 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 836,134 shares
    Change vs previous 13F +679,765 shares

    6.32% of the 13F portfolio, value $24,063,925.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 156,369 shares
    Change vs previous 13F +3,670 shares

    6.18% of the 13F portfolio, value $21,012,841.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 152,699 shares
    Change vs previous 13F +4,698 shares

    6.27% of the 13F portfolio, value $21,260,276.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 148,001 shares
    Change vs previous 13F +246 shares

    6% of the 13F portfolio, value $17,862,247.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 147,755 shares
    Change vs previous 13F +6,019 shares

    6.29% of the 13F portfolio, value $17,699,555.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 141,736 shares
    Change vs previous 13F +8,684 shares

    6.72% of the 13F portfolio, value $15,365,560.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 133,052 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $15,881,141.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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