Skip to content
Disclosery

BWM Planning, LLC: HD position timeline

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

BWM Planning, LLC held 4,562 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,562 shares
    Change vs previous 13F +377 shares

    0.37% of the 13F portfolio, value $1,608,847.

    13F-HR 0001754960-26-000620 filed by BWM 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 4,185 shares
    Change vs previous 13F +29 shares

    0.36% of the 13F portfolio, value $1,376,332.

    13F-HR 0001754960-26-000306 filed by BWM 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 4,156 shares
    Change vs previous 13F -26 shares

    0.38% of the 13F portfolio, value $1,430,003.

    13F-HR 0001754960-26-000044 filed by BWM 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 4,182 shares
    Change vs previous 13F +77 shares

    0.5% of the 13F portfolio, value $1,694,414.

    13F-HR 0001754960-25-000742 filed by BWM 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 4,105 shares
    Change vs previous 13F +27 shares

    0.52% of the 13F portfolio, value $1,504,975.

    13F-HR 0001754960-25-000568 filed by BWM 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 4,078 shares
    Change vs previous 13F +14 shares

    0.63% of the 13F portfolio, value $1,494,504.

    13F-HR 0001085146-25-003157 filed by BWM 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 4,064 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,580,810.

    13F-HR 0001085146-25-000408 filed by BWM 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 4,064 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,646,686.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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