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Disclosery

1776 Wealth LLC: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on HD, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 2,218 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,218 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $782,023.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,218 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $729,478.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,218 shares
    Change vs previous 13F -95 shares

    0.29% of the 13F portfolio, value $763,214.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,313 shares
    Change vs previous 13F -974 shares

    0.36% of the 13F portfolio, value $937,204.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,287 shares
    Change vs previous 13F -63 shares

    0.5% of the 13F portfolio, value $1,205,146.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,350 shares
    Change vs previous 13F -48 shares

    0.56% of the 13F portfolio, value $1,227,742.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,398 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,321,788.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,398 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,376,870.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).