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Focus Partners Wealth: HDV position timeline

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

Focus Partners Wealth held 209,455 HDV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,455 shares
    Change vs previous 13F +170,701 shares

    0.01% of the 13F portfolio, value $5,741,226.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 177,235 shares
    • Focus Partners Advisor Solutions, LLC: 32,220 shares

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

  2. period ended2026-03-31
    13F 38,754 shares
    Change vs previous 13F +2,724 shares

    <0.01% of the 13F portfolio, value $4,723,140.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 32,236 shares
    • Focus Partners Advisor Solutions, LLC: 6,518 shares

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

  3. period ended2025-12-31
    13F 36,030 shares
    Change vs previous 13F +15,273 shares

    <0.01% of the 13F portfolio, value $4,381,996.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 30,900 shares
    • Focus Partners Advisor Solutions, LLC: 5,130 shares

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

  4. period ended2025-09-30
    13F 20,757 shares
    Change vs previous 13F -3,053 shares

    <0.01% of the 13F portfolio, value $2,541,778.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,757 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 23,810 shares
    Change vs previous 13F +2,879 shares

    0.01% of the 13F portfolio, value $2,789,976.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,190 shares
    • Focus Partners Advisor Solutions, LLC: 2,620 shares

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

  6. period ended2025-03-31
    13F/A 20,931 shares
    Change vs previous 13F +3,704 shares

    0.01% of the 13F portfolio, value $2,535,201.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,852 shares
    • Focus Partners Advisor Solutions, LLC: 2,079 shares

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

  7. period ended2024-12-31
    13F/A 17,227 shares
    Change vs previous 13F -199,167 shares

    <0.01% of the 13F portfolio, value $1,933,913.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,157 shares
    • Focus Partners Advisor Solutions, LLC: 2,070 shares

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

  8. period ended2024-09-30
    13F 216,394 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,030,754.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 214,364 shares
    • Focus Partners Advisor Solutions, LLC: 2,030 shares

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