GAMMA Investing LLC HDV — ISHARES TR CORE HIGH DV ETF

Ownership history in GAMMA Investing LLC  ·  7 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported ISHARES TR CORE HIGH DV ETF (HDV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows HDV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GAMMA Investing LLC's position in ISHARES TR CORE HIGH DV ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HDV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HDV stock page GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing LLC held HDV — position size vs. price
% of Fund (quarterly)    HDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 146 — 0% 0.00% $20K 2026-04-06 $134.53
2025 Q4 UNCHANGED — — — 146 — 0% 0.00% $18K 2026-01-05 $121.60
2025 Q3 UNCHANGED — — — 146 — 0% 0.00% $18K 2025-10-02 $119.90
2025 Q2 REDUCED 96.2% +4.8% ❌ 146 -3,730 -96.2% 0.00% $17K 2025-07-14 $116.73
2025 Q1 ADDED — — — 3,876 +3,844 +12012.5% 0.00% $32K 2025-04-07 $106.49
2024 Q4 UNCHANGED — — — 32 — 0% 0.00% $4K 2025-01-03 $108.53
2024 Q3 INITIATED — — — 32 — — 0.00% $4K 2024-10-07 $112.29

🏢 Other funds also holding HDV

As of 2026 Q1 — sorted by position size

Adirondack Capital Advisors, LLC 9.59% Kapstone Financial Advisors LLC 3Y 6.6% SWEENEY & MICHEL, LLC 6.18% Atwater Malick LLC 3Y 7Y 5.18% SYKON CAPITAL LLC 4.73% Aureum Wealth Management, LLC 3.48% High Point Wealth Management, LLC 3.38% Maltin Wealth Management, Inc. 3Y 3.31% Foundry Financial Group, Inc. 3.27% Lantz Financial LLC 3Y 7Y 3.21%

FAQ About GAMMA Investing LLC and HDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has GAMMA Investing LLC reported owning HDV?

GAMMA Investing LLC reported HDV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HDV position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for HDV was 0.00% in 2025 Q2.

What is the latest reported HDV position on this page?

The most recent filing on this page is 2026 Q1, when GAMMA Investing LLC reported 146 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this HDV ownership page compare?

The chart compares GAMMA Investing LLC's quarterly HDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GAMMA Investing LLC time their HDV position?

Based on 13F filing dates vs. subsequent HDV price moves, GAMMA Investing LLC correctly timed 1 out of 3 reported position changes (33%).

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