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Disclosery

Wharton Business Group, LLC: HDV position timeline

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

Wharton Business Group, LLC held 799,575 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 799,575 shares
    Change vs previous 13F +607,137 shares

    0.73% of the 13F portfolio, value $21,916,351.

    13F-HR 0001513126-26-000003 filed by Wharton Business Group, 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 192,438 shares
    Change vs previous 13F +1,415 shares

    0.99% of the 13F portfolio, value $26,117,685.

    13F-HR 0001513126-26-000002 filed by Wharton Business Group, 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 191,023 shares
    Change vs previous 13F +860 shares

    0.88% of the 13F portfolio, value $23,230,307.

    13F-HR 0001513126-26-000001 filed by Wharton Business Group, 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 190,163 shares
    Change vs previous 13F -5,170 shares

    1.02% of the 13F portfolio, value $23,285,459.

    13F-HR 0001513126-25-000006 filed by Wharton Business Group, 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 195,333 shares
    Change vs previous 13F +24,506 shares

    0.97% of the 13F portfolio, value $22,887,000.

    13F-HR 0001513126-25-000005 filed by Wharton Business Group, 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 170,827 shares
    Change vs previous 13F -760 shares

    0.94% of the 13F portfolio, value $20,691,000.

    13F-HR 0001513126-25-000003 filed by Wharton Business Group, 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 171,587 shares
    Change vs previous 13F -235 shares

    0.87% of the 13F portfolio, value $19,262,000.

    13F-HR 0001513126-25-000001 filed by Wharton Business Group, 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 171,822 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $20,210,000.

    13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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