STAR Financial Bank HDV — ISHARES TR

Ownership history in STAR Financial Bank  ·  5 quarters on record

AI Ownership Summary

STAR Financial Bank reported ISHARES TR (HDV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 2.32% in 2025 Q1. The latest visible filing shows HDV at 0.13% 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 STAR Financial Bank's position in ISHARES TR, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.32% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 STAR Financial Bank fund profile STAR Financial Bank full holdings
How STAR Financial Bank 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,008 -25,840 -92.8% 0.13% $273K 2026-05-08 $26.83
2025 Q4 REDUCED — — — 27,848 -883 -3.1% 1.73% $3.4M 2026-02-13 $27.58
2025 Q3 ADDED — — — 28,731 +85 +0.3% 2.08% $3.5M 2025-11-14 $24.05
2025 Q2 ADDED — — — 28,646 +2,495 +9.5% 2.13% $3.4M 2025-08-14 $23.64
2025 Q1 INITIATED — — — 26,151 — — 2.32% $3.2M 2025-05-05 $22.25

🏢 Other funds also holding HDV

As of 2026 Q1 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 12.8% Columbia River Financial Group, LLC 10.02% Adirondack Capital Advisors, LLC 9.59% REGIMEN WEALTH, LLC 3Y 9.33% Forefront Analytics, LLC 3Y 7Y 8.4% Godfrey Financial Associates, Inc. 7.08% Kapstone Financial Advisors LLC 3Y 6.6% SWEENEY & MICHEL, LLC 6.18% Base Wealth Management LLC 5.36% Atwater Malick LLC 3Y 7Y 5.18%

FAQ About STAR Financial Bank and HDV

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

How long has STAR Financial Bank reported owning HDV?

STAR Financial Bank reported HDV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported HDV position in STAR Financial Bank's portfolio?

The largest reported portfolio weight for HDV was 2.32% in 2025 Q1.

What is the latest reported HDV position on this page?

The most recent filing on this page is 2026 Q1, when STAR Financial Bank reported 2,008 shares, equal to 0.13% of portfolio, with an estimated market value of $273K.

What does the chart on this HDV ownership page compare?

The chart compares STAR Financial Bank'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 STAR Financial Bank time their HDV position?

Based on 13F filing dates vs. subsequent HDV price moves, STAR Financial Bank correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on HDV relative to SPY over the holding period was -8.9%.

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