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Disclosery

WOODWARD DIVERSIFIED CAPITAL, LLC: HDV position timeline

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

WOODWARD DIVERSIFIED CAPITAL, LLC held 7,675 HDV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,675 shares
    Change vs previous 13F +6,140 shares

    0.09% of the 13F portfolio, value $210,372.

    13F-HR 0001846177-26-000003 filed by WOODWARD DIVERSIFIED CAPITAL, 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 1,535 shares
    Change vs previous 13F +1,535 shares

    0.09% of the 13F portfolio, value $205,598.

    13F-HR 0001846177-26-000002 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,915 shares

    13F-HR 0001085146-25-003970 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 2,915 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $353,065.

    13F-HR 0001085146-25-002553 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,915 shares
    Change vs previous 13F +159 shares

    0.24% of the 13F portfolio, value $327,238.

    13F-HR 0001085146-25-000532 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,756 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $324,161.

    13F-HR 0001085146-24-005289 filed by WOODWARD DIVERSIFIED CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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