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Cove Private Wealth, LLC: HD position timeline

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

Cove Private Wealth, LLC held 15,984 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,984 shares
    Change vs previous 13F +1,911 shares

    1.09% of the 13F portfolio, value $5,637,237.

    13F-HR 0001172661-26-002962 filed by Cove Private 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 ended2026-03-31
    13F 14,073 shares
    Change vs previous 13F +1,481 shares

    1.05% of the 13F portfolio, value $4,628,469.

    13F-HR 0001172661-26-001836 filed by Cove Private 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 ended2025-12-31
    13F 12,592 shares
    Change vs previous 13F +2,363 shares

    1.29% of the 13F portfolio, value $4,332,907.

    13F-HR 0001172661-26-000294 filed by Cove Private 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 ended2025-09-30
    13F 10,229 shares
    Change vs previous 13F +50 shares

    1.31% of the 13F portfolio, value $4,144,689.

    13F-HR 0001172661-25-004603 filed by Cove Private 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 ended2025-06-30
    13F 10,179 shares
    Change vs previous 13F +1,490 shares

    1.32% of the 13F portfolio, value $3,732,029.

    13F-HR 0001172661-25-002622 filed by Cove Private 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 ended2025-03-31
    13F 8,689 shares
    Change vs previous 13F +981 shares

    1.67% of the 13F portfolio, value $3,184,432.

    13F-HR 0001172661-25-001698 filed by Cove Private 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 ended2024-12-31
    13F 7,708 shares
    Change vs previous 13F +1,330 shares

    1.8% of the 13F portfolio, value $2,998,335.

    13F-HR 0001172661-25-000218 filed by Cove Private 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 ended2024-09-30
    13F 6,378 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $2,584,366.

    13F-HR 0001172661-24-004364 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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