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Wealthspire Advisors, LLC: HDV position timeline

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

Wealthspire Advisors, LLC held 487,499 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 487,499 shares
    Change vs previous 13F +386,797 shares

    0.07% of the 13F portfolio, value $13,362,346.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 100,702 shares
    Change vs previous 13F +2,290 shares

    0.11% of the 13F portfolio, value $13,667,331.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 98,412 shares
    Change vs previous 13F +1,117 shares

    0.1% of the 13F portfolio, value $11,967,928.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 97,295 shares
    Change vs previous 13F +4,915 shares

    0.06% of the 13F portfolio, value $11,913,792.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 92,380 shares
    Change vs previous 13F +2,470 shares

    0.06% of the 13F portfolio, value $10,824,154.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 89,910 shares
    Change vs previous 13F +5,147 shares

    0.07% of the 13F portfolio, value $10,889,982.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 84,763 shares
    Change vs previous 13F +3,259 shares

    0.09% of the 13F portfolio, value $9,515,532.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 81,504 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,586,510.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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