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Kestra Advisory Services, LLC: HDV position timeline

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

Kestra Advisory Services, LLC held 1,170,235 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 1,170,235 shares
    Change vs previous 13F +951,958 shares

    0.08% of the 13F portfolio, value $32,076,153.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 68,616 shares
    • Kestra Advisory Services, LLC: 1,101,619 shares

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

  2. period ended2026-03-31
    13F 218,277 shares
    Change vs previous 13F +19,469 shares

    0.09% of the 13F portfolio, value $29,624,644.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,404 shares
    • Kestra Advisory Services, LLC: 204,873 shares

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

  3. period ended2025-12-31
    13F 198,808 shares
    Change vs previous 13F +15,058 shares

    0.07% of the 13F portfolio, value $24,177,053.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,324 shares
    • Kestra Advisory Services, LLC: 185,484 shares

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

  4. period ended2025-09-30
    13F 183,750 shares
    Change vs previous 13F -762 shares

    0.08% of the 13F portfolio, value $22,500,124.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,619 shares
    • Kestra Advisory Services, LLC: 173,131 shares

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

  5. period ended2025-06-30
    13F 184,512 shares
    Change vs previous 13F +30,272 shares

    0.08% of the 13F portfolio, value $21,619,314.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,401 shares
    • Kestra Advisory Services, LLC: 173,111 shares

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

  6. period ended2025-03-31
    13F/A 154,240 shares
    Change vs previous 13F +139 shares

    0.07% of the 13F portfolio, value $18,681,549.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,213 shares
    • Kestra Advisory Services, LLC: 144,027 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 154,101 shares
    Change vs previous 13F -2,955 shares

    0.06% of the 13F portfolio, value $17,299,378.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,620 shares
    • Kestra Advisory Services, LLC: 149,458 shares
    • Kestra Investment Management, LLC: 23 shares

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

  8. period ended2024-09-30
    13F 157,056 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,472,972.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,745 shares
    • Kestra Advisory Services, LLC: 152,311 shares

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