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BUCKINGHAM STRATEGIC WEALTH, LLC: HD position timeline

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

BUCKINGHAM STRATEGIC WEALTH, LLC held 31,573 HD shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 31,573 shares
    Change vs previous 13F -779 shares

    0.11% of the 13F portfolio, value $10,868,833.

    13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 32,352 shares
    Change vs previous 13F -4,798 shares

    0.13% of the 13F portfolio, value $12,410,286.

    13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 37,150 shares
    Change vs previous 13F -1,844 shares

    0.15% of the 13F portfolio, value $12,874,332.

    13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 38,994 shares
    Change vs previous 13F +1,917 shares

    0.17% of the 13F portfolio, value $11,782,472.

    13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 37,077 shares
    Change vs previous 13F +9,646 shares

    0.16% of the 13F portfolio, value $11,517,451.

    13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 27,431 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $8,664,261.

    13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 27,431 shares
    Change vs previous 13F +395 shares

    0.16% of the 13F portfolio, value $8,664,261.

    13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 27,036 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,460,000.

    13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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