Skip to content
Disclosery

4WEALTH ADVISORS, INC.: HD position timeline

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

4WEALTH ADVISORS, INC. held 697 HD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 697 shares
    Change vs previous 13F -1,706 shares

    0.14% of the 13F portfolio, value $200,881.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,403 shares
    Change vs previous 13F +235 shares

    0.65% of the 13F portfolio, value $843,007.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,168 shares
    Change vs previous 13F +157 shares

    0.6% of the 13F portfolio, value $701,486.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,011 shares
    Change vs previous 13F +167 shares

    0.6% of the 13F portfolio, value $691,832.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,844 shares
    Change vs previous 13F +300 shares

    0.69% of the 13F portfolio, value $747,081.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,544 shares
    Change vs previous 13F -6 shares

    0.59% of the 13F portfolio, value $565,994.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,550 shares
    Change vs previous 13F +189 shares

    0.63% of the 13F portfolio, value $567,877.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,361 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $529,282.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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