HDV — ISHARES TR

Ownership history in KITCHING PARTNERS, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which KITCHING PARTNERS, LLC reported a position in ISHARES TR (HDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.72% (2024 Q1)
Avg. % of fund
0.48%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,007 +16 +0.8% 0.23% $246K $120.46
2025 Q2 REDUCED 1,991 -710 -26.3% 0.24% $233K $114.37
2025 Q1 REDUCED 2,701 -9 -0.3% 0.38% $327K $117.31
2024 Q4 REDUCED 2,710 -157 -5.5% 0.39% $304K $108.01
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HDV price (monthly, adj. close)

Other funds also holding HDV

As of 2025 Q4 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 11.7% REGIMEN WEALTH, LLC 3Y 8.14% Forefront Analytics, LLC 3Y 7Y 7.44% SWEENEY & MICHEL, LLC 6.27% Kapstone Financial Advisors LLC 3Y 6.0% Atwater Malick LLC 3Y 7Y 4.09% SECURIAN ASSET MANAGEMENT, INC 3Y 7Y 3.48% Townsend & Associates, Inc 3Y 7Y 3.45% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 3.42% Blake Schutter Theil Wealth Advisors, LLC 3.4%
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