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Disclosery

Targeted Financial Services LLC: HDV position timeline

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

Targeted Financial Services LLC held 80,995 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,995 shares
    Change vs previous 13F +64,796 shares

    1.64% of the 13F portfolio, value $2,220,074.

    13F-HR 0002085853-26-000753 filed by Targeted 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 16,199 shares
    Change vs previous 13F -268 shares

    1.8% of the 13F portfolio, value $2,198,529.

    13F-HR 0002085853-26-000378 filed by Targeted 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 16,467 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $2,002,551.

    13F-HR 0002085853-26-000293 filed by Targeted Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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