Position in HDB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$488,858
-$11,129,803 QoQ
Shares Held
18,926
-95.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#352
of 550 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in HDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $15,925,783 across 3 Banks - Regional names. HDB ranks #2 (3.1% of the industry book) .
All Filings in HDB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,858 | 18,926 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,618,661 | 466,988 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,864,266 | 570,998 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $19,669,328 | 575,800 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $22,409,107 | 292,280 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $19,458,017 | 292,866 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,529,170 | 290,153 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $17,874,956 | 285,725 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $18,341,061 | 285,109 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,068,595 | 287,093 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $19,234,531 | 286,612 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,164,179 | 290,869 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $20,125,456 | 288,744 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $19,176,158 | 287,628 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $20,047,413 | 293,048 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $19,471,853 | 333,308 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $17,336,747 | 315,443 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,083,810 | 311,166 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $19,376,869 | 297,785 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $22,348,510 | 305,767 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $22,002,685 | 300,912 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $22,885,764 | 294,578 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $20,427,685 | 282,697 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,702,129 | 274,262 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,169,505 | 267,697 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $9,969,947 | 259,229 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||