Hillcrest Wealth Advisors - NY, LLC

SEC CIK: 0001767121
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

D holding history

Dominion Energy, Inc in every 13F filed by Hillcrest Wealth Advisors - NY, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

D overview All 13F holders of D Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of D by Hillcrest Wealth Advisors - NY, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−2,754−100.0%	Sold out	Holders
Q4 2021	2,754	$216.0K	0.1%	+2,754	New	Holders
Q2 2021	0	$0	0.0%	−3,099−100.0%	Sold out	Holders
Q1 2021	3,099	$235.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.