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Disclosery

Baer Investment Advisory LLC: HD position timeline

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

Baer Investment Advisory LLC held 4,060 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 4,060 shares
    Change vs previous 13F -15 shares

    1.31% of the 13F portfolio, value $1,155,029.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,075 shares
    Change vs previous 13F +4,075 shares

    1.73% of the 13F portfolio, value $1,429,673.

    13F-HR 0001754960-26-000758 filed by Baer Investment Advisory 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 0 shares
    Change vs previous 13F -5,006 shares

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 5,006 shares
    Change vs previous 13F -638 shares

    2.54% of the 13F portfolio, value $2,028,381.

    13F-HR 0001754960-25-000723 filed by Baer Investment Advisory 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/A 5,644 shares
    Change vs previous 13F -107 shares

    3.39% of the 13F portfolio, value $2,076,766.

    13F-HR/A 0001754960-25-000552 filed by Baer Investment Advisory 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 5,751 shares
    Change vs previous 13F +71 shares

    2.75% of the 13F portfolio, value $2,123,538.

    13F-HR 0001754960-25-000268 filed by Baer Investment Advisory 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 5,680 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $2,366,684.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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