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Disclosery

Aureus Asset Management, LLC: HD position timeline

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

Aureus Asset Management, LLC held 6,230 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,230 shares
    Change vs previous 13F -104 shares

    0.13% of the 13F portfolio, value $2,197,196.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, 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 6,334 shares
    Change vs previous 13F -130 shares

    0.14% of the 13F portfolio, value $2,083,306.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, 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 6,464 shares
    Change vs previous 13F +128 shares

    0.14% of the 13F portfolio, value $2,224,385.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, 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 6,336 shares
    Change vs previous 13F +22 shares

    0.17% of the 13F portfolio, value $2,567,428.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, 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 6,314 shares
    Change vs previous 13F +184 shares

    0.15% of the 13F portfolio, value $2,315,095.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, 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 6,130 shares
    Change vs previous 13F -131 shares

    0.16% of the 13F portfolio, value $2,246,714.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, 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 6,261 shares
    Change vs previous 13F +829 shares

    0.16% of the 13F portfolio, value $2,435,604.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, 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 5,432 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,200,988.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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