Position in HDB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$242,827
+$37,020 QoQ
Shares Held
9,401
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#416
of 550 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CogentBlue Wealth Advisors, LLC holds $988,645 across 4 Banks - Regional names. HDB ranks #2 (24.6% of the industry book) .
All Filings in HDB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,827 | 9,401 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $205,807 | 8,272 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $578,208 | 15,824 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $554,382 | 16,229 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $631,300 | 8,234 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $458,303 | 6,898 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $233,663 | 3,659 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||