Vermillion Wealth Management, Inc. HMDYX β€” HARTFORD MIDCAP Y

Ownership history in Vermillion Wealth Management, Inc.  Β·  2 quarters on record

AI Ownership Summary

Vermillion Wealth Management, Inc. reported HARTFORD MIDCAP Y (HMDYX) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows HMDYX 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 HMDYX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vermillion Wealth Management, Inc.'s position in HARTFORD MIDCAP Y, 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 Q3

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

High-water mark
Peak Conviction
0.01% in 2025 Q3

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 2025 Q3

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 Vermillion Wealth Management, Inc. held HMDYX β€” position size vs. price
% of Fund (quarterly)    HMDYX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 924 β€” 0% 0.01% $33K 2025-10-23 $30.60
2025 Q1 INITIATED β€” β€” β€” 924 β€” β€” 0.01% $29K 2025-04-28 $26.83

FAQ About Vermillion Wealth Management, Inc. and HMDYX

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

How long has Vermillion Wealth Management, Inc. reported owning HMDYX?

Vermillion Wealth Management, Inc. reported HMDYX across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported HMDYX position in Vermillion Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for HMDYX was 0.01% in 2025 Q3.

What is the latest reported HMDYX position on this page?

The most recent filing on this page is 2025 Q3, when Vermillion Wealth Management, Inc. reported 924 shares, equal to 0.01% of portfolio, with an estimated market value of $33K.

What does the chart on this HMDYX ownership page compare?

The chart compares Vermillion Wealth Management, Inc.'s quarterly HMDYX 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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