Vision Retirement, LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vision Retirement, LLC on HDV, newest first. How the timeline and the estimate are built.
Vision Retirement, LLC held 4,610 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 4,610 sharesChange vs previous 13F +3,944 shares
0.03% of the 13F portfolio, value $126,360.
13F-HR 0002069023-26-000003 filed by Vision Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 666 sharesChange vs previous 13F -336 shares
0.03% of the 13F portfolio, value $90,390.
13F-HR 0002069023-26-000001 filed by Vision Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,002 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $121,821.
13F-HR 0002069023-26-000002 filed by Vision Retirement, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).