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Disclosery

Berbice Capital Management LLC: HD position timeline

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

Berbice Capital Management LLC held 3,550 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 3,550 shares
    Change vs previous 13F -50 shares

    0.5% of the 13F portfolio, value $1,009,940.

    13F-HR 0002051605-26-000004 filed by Berbice Capital Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,600 shares
    Change vs previous 13F -6,180 shares

    0.66% of the 13F portfolio, value $1,269,648.

    13F-HR 0002051605-26-000003 filed by Berbice Capital 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 ended2026-03-31
    13F 9,780 shares
    Change vs previous 13F -1,210 shares

    2.1% of the 13F portfolio, value $3,216,544.

    13F-HR 0002051605-26-000002 filed by Berbice Capital 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 ended2025-12-31
    13F 10,990 shares
    Change vs previous 13F -208 shares

    2.27% of the 13F portfolio, value $3,781,659.

    13F-HR 0002051605-26-000001 filed by Berbice Capital 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 ended2025-09-30
    13F 11,198 shares
    Change vs previous 13F 0 shares

    2.8% of the 13F portfolio, value $4,537,318.

    13F-HR 0002051605-25-000005 filed by Berbice Capital 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 ended2025-06-30
    13F 11,198 shares
    Change vs previous 13F 0 shares

    2.88% of the 13F portfolio, value $4,105,635.

    13F-HR 0002051605-25-000004 filed by Berbice Capital 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 ended2025-03-31
    13F 11,198 shares
    Change vs previous 13F +30 shares

    3.54% of the 13F portfolio, value $4,103,955.

    13F-HR 0002051605-25-000003 filed by Berbice Capital 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 ended2024-12-31
    13F 11,168 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $4,344,240.

    13F-HR 0002051605-25-000001 filed by Berbice Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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