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CapWealth Advisors, LLC: HD position timeline

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

CapWealth Advisors, LLC held 33,379 HD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,379 shares
    Change vs previous 13F +1,275 shares

    0.72% of the 13F portfolio, value $9,496,040.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,104 shares
    Change vs previous 13F +4,308 shares

    0.78% of the 13F portfolio, value $11,322,558.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, 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 27,796 shares
    Change vs previous 13F +397 shares

    0.68% of the 13F portfolio, value $9,141,690.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, 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/A 27,399 shares
    Change vs previous 13F +1,502 shares

    0.65% of the 13F portfolio, value $9,427,934.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, 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/A 25,897 shares
    Change vs previous 13F -352 shares

    0.72% of the 13F portfolio, value $10,493,263.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, 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 26,249 shares
    Change vs previous 13F -200 shares

    0.95% of the 13F portfolio, value $9,623,771.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, 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 26,449 shares
    Change vs previous 13F +302 shares

    1.05% of the 13F portfolio, value $9,693,243.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, 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 26,147 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $10,170,998.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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