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VAUGHAN & Co SECURITIES, INC.: HDV position timeline

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

VAUGHAN & Co SECURITIES, INC. held 910,132 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 910,132 shares
    Change vs previous 13F +728,470 shares

    11.63% of the 13F portfolio, value $24,946,730.

    13F-HR 0002085853-26-000924 filed by VAUGHAN & Co SECURITIES, INC.
    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 181,662 shares
    Change vs previous 13F -4,399 shares

    12.88% of the 13F portfolio, value $24,655,228.

    13F-HR 0002085853-26-000501 filed by VAUGHAN & Co SECURITIES, INC.
    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 186,061 shares
    Change vs previous 13F +12,167 shares

    11.7% of the 13F portfolio, value $22,626,870.

    13F-HR 0002085853-26-000116 filed by VAUGHAN & Co SECURITIES, INC.
    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 173,894 shares
    Change vs previous 13F +6,362 shares

    11.31% of the 13F portfolio, value $21,293,321.

    13F-HR 0002085853-25-000111 filed by VAUGHAN & Co SECURITIES, INC.
    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 167,532 shares
    Change vs previous 13F +6,250 shares

    11.26% of the 13F portfolio, value $19,629,750.

    13F-HR 0001667731-25-000917 filed by VAUGHAN & Co SECURITIES, INC.
    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 161,282 shares
    Change vs previous 13F +2,972 shares

    12.1% of the 13F portfolio, value $19,534,444.

    13F-HR 0001667731-25-000549 filed by VAUGHAN & Co SECURITIES, INC.
    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 158,310 shares
    Change vs previous 13F +1,046 shares

    10.71% of the 13F portfolio, value $17,771,926.

    13F-HR 0001667731-25-000136 filed by VAUGHAN & Co SECURITIES, INC.
    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 157,264 shares
    Change vs previous 13F not available

    10.9% of the 13F portfolio, value $18,497,370.

    13F-HR 0000805870-24-000004 filed by VAUGHAN & Co SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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