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Disclosery

Clearstead Trust, LLC: HD position timeline

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

Clearstead Trust, LLC held 5,666 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,666 shares
    Change vs previous 13F -75 shares

    0.26% of the 13F portfolio, value $1,998,166.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 5,741 shares
    Change vs previous 13F -34 shares

    0.31% of the 13F portfolio, value $1,888,013.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 5,775 shares
    Change vs previous 13F -781 shares

    0.31% of the 13F portfolio, value $1,987,282.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 6,556 shares
    Change vs previous 13F -531 shares

    0.45% of the 13F portfolio, value $2,656,395.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 7,087 shares
    Change vs previous 13F +552 shares

    0.49% of the 13F portfolio, value $2,598,352.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 6,535 shares
    Change vs previous 13F -117 shares

    0.53% of the 13F portfolio, value $2,395,088.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 6,652 shares
    Change vs previous 13F +2,873 shares

    0.56% of the 13F portfolio, value $2,587,616.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 3,779 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,531,093.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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