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Disclosery

CWM, LLC: HDV position timeline

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

CWM, LLC held 114,540 HDV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 114,540 shares
    Change vs previous 13F +37,366 shares

    0.04% of the 13F portfolio, value $15,545,402.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 77,174 shares
    Change vs previous 13F -117,879 shares

    0.03% of the 13F portfolio, value $9,385,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 195,053 shares
    Change vs previous 13F +12,362 shares

    0.07% of the 13F portfolio, value $23,884,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 182,691 shares
    Change vs previous 13F +106,917 shares

    0.08% of the 13F portfolio, value $21,406,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 75,774 shares
    Change vs previous 13F +4,463 shares

    0.04% of the 13F portfolio, value $9,178,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 71,311 shares
    Change vs previous 13F +5,167 shares

    0.03% of the 13F portfolio, value $8,005,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 66,144 shares
    Change vs previous 13F +5,855 shares

    0.03% of the 13F portfolio, value $7,780,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 60,289 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,553,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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