Bernardo Wealth Planning LLC: HD position timeline

Bernardo Wealth Planning LLC held 914 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 914 shares

   Change vs previous 13F +118 shares

   0.06% of the 13F portfolio, value $322,325.

   13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 796 shares

   Change vs previous 13F -7 shares

   0.05% of the 13F portfolio, value $261,748.

   13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 803 shares

   Change vs previous 13F -11 shares

   0.05% of the 13F portfolio, value $276,227.

   13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 814 shares

   Change vs previous 13F +7 shares

   0.06% of the 13F portfolio, value $329,735.

   13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 807 shares

   Change vs previous 13F +37 shares

   0.06% of the 13F portfolio, value $296,000.

   13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 770 shares

   Change vs previous 13F +55 shares

   0.07% of the 13F portfolio, value $282,000.

   13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 715 shares

   Change vs previous 13F +158 shares

   0.07% of the 13F portfolio, value $278,771.

   13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 557 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $231,000.

   13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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