GDIV β€” HSBC DIVID

Ownership history in IFG Advisory, LLC  Β·  8 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported HSBC DIVID (GDIV) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.3% in 2024 Q1. The latest visible filing shows GDIV at 0.01% 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 GDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in HSBC DIVID, 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
2025 Q4

GDIV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

How IFG Advisory, LLC held GDIV β€” position size vs. price
% of Fund (quarterly)    GDIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11,670 -740 -6.0% 0.01% $195K 2026-02-14 (Est.) $17.82
2025 Q3 REDUCED 12,410 -1,866 -13.1% 0.01% $201K 2025-11-12 $16.39
2025 Q2 REDUCED 14,276 -183,575 -92.8% 0.01% $221K 2025-08-04 $15.48
2025 Q1 REDUCED 197,851 -762 -0.4% 0.16% $2.9M 2025-05-08 $14.31
2024 Q4 REDUCED 198,613 -3,249 -1.6% 0.17% $3.0M 2025-02-14 $15.69
2024 Q3 REDUCED 201,862 -57,094 -22.0% 0.20% $3.1M 2024-10-30 $15.18
2024 Q2 REDUCED 258,956 -15,584 -5.7% 0.24% $3.7M 2024-07-30 $14.46
2024 Q1 INITIATED 274,540 β€” β€” 0.30% $4.0M 2024-05-06 $13.81

FAQ About IFG Advisory, LLC and GDIV

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

How long has IFG Advisory, LLC reported owning GDIV?

IFG Advisory, LLC reported GDIV across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GDIV position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for GDIV was 0.30% in 2024 Q1.

What is the latest reported GDIV position on this page?

The most recent filing on this page is 2025 Q4, when IFG Advisory, LLC reported 11,670 shares, equal to 0.01% of portfolio, with an estimated market value of $195K.

What does the chart on this GDIV ownership page compare?

The chart compares IFG Advisory, LLC's quarterly GDIV 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.

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