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Disclosery

Crown Wealth Group, LLC: HD position timeline

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

Crown Wealth Group, LLC held 1,690 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,690 shares
    Change vs previous 13F +89 shares

    0.15% of the 13F portfolio, value $595,967.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 1,601 shares
    Change vs previous 13F +301 shares

    0.15% of the 13F portfolio, value $526,648.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 1,300 shares
    Change vs previous 13F -204 shares

    0.12% of the 13F portfolio, value $447,242.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 1,504 shares
    Change vs previous 13F +342 shares

    0.18% of the 13F portfolio, value $609,512.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 1,162 shares
    Change vs previous 13F -23 shares

    0.16% of the 13F portfolio, value $425,979.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 1,185 shares
    Change vs previous 13F +63 shares

    0.23% of the 13F portfolio, value $434,419.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 1,122 shares
    Change vs previous 13F +23 shares

    0.18% of the 13F portfolio, value $436,370.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, 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 1,099 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $445,450.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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