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Disclosery

Bernardo Wealth Planning LLC: HMOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernardo Wealth Planning LLC on HMOP, newest first. How the timeline and the estimate are built.

Bernardo Wealth Planning LLC held 134,295 HMOP 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 134,295 shares
    Change vs previous 13F -978 shares

    0.9% of the 13F portfolio, value $5,256,984.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 135,273 shares
    Change vs previous 13F +6,098 shares

    1.03% of the 13F portfolio, value $5,240,458.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 129,175 shares
    Change vs previous 13F +5,165 shares

    0.96% of the 13F portfolio, value $5,052,050.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 124,010 shares
    Change vs previous 13F +2,800 shares

    0.95% of the 13F portfolio, value $4,832,675.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 121,210 shares
    Change vs previous 13F -9,338 shares

    1.01% of the 13F portfolio, value $4,640,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 130,548 shares
    Change vs previous 13F -777 shares

    1.2% of the 13F portfolio, value $5,020,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 131,325 shares
    Change vs previous 13F -14,786 shares

    1.21% of the 13F portfolio, value $5,046,819.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 146,111 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $5,739,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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