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Bell & Brown Wealth Advisors, LLC: HD position timeline

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

Bell & Brown Wealth Advisors, LLC held 10,524 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 10,524 shares
    Change vs previous 13F +550 shares

    1.12% of the 13F portfolio, value $3,711,775.

    13F-HR 0001725362-26-000008 filed by Bell & Brown Wealth Advisors, 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 9,974 shares
    Change vs previous 13F +135 shares

    1.06% of the 13F portfolio, value $3,280,312.

    13F-HR 0001725362-26-000004 filed by Bell & Brown Wealth Advisors, 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/A 9,839 shares
    Change vs previous 13F +281 shares

    1.09% of the 13F portfolio, value $3,385,437.

    13F-HR/A 0001725362-26-000006 filed by Bell & Brown Wealth Advisors, 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 9,558 shares
    Change vs previous 13F -53 shares

    1.27% of the 13F portfolio, value $3,872,807.

    13F-HR 0001172661-25-004625 filed by Bell & Brown Wealth Advisors, 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 9,611 shares
    Change vs previous 13F +82 shares

    1.26% of the 13F portfolio, value $3,524,191.

    13F-HR 0001172661-25-002772 filed by Bell & Brown Wealth Advisors, 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 9,529 shares
    Change vs previous 13F +236 shares

    1.36% of the 13F portfolio, value $3,492,487.

    13F-HR 0001172661-25-001589 filed by Bell & Brown Wealth Advisors, 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 9,293 shares
    Change vs previous 13F +75 shares

    1.35% of the 13F portfolio, value $3,615,326.

    13F-HR 0001172661-25-001590 filed by Bell & Brown Wealth Advisors, 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 9,218 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $3,735,199.

    13F-HR 0001172661-24-004872 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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