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Disclosery

Fiduciary Group, LLC: HD position timeline

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

Fiduciary Group, LLC held 34,450 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,450 shares
    Change vs previous 13F -226 shares

    0.95% of the 13F portfolio, value $12,149,826.

    13F-HR 0001645890-26-000003 filed by Fiduciary 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 34,676 shares
    Change vs previous 13F -189 shares

    0.97% of the 13F portfolio, value $11,404,557.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 34,865 shares
    Change vs previous 13F -600 shares

    1.01% of the 13F portfolio, value $11,997,012.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 35,465 shares
    Change vs previous 13F +78 shares

    1.26% of the 13F portfolio, value $14,370,023.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 35,387 shares
    Change vs previous 13F -263 shares

    1.22% of the 13F portfolio, value $12,974,253.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 35,650 shares
    Change vs previous 13F -177 shares

    1.31% of the 13F portfolio, value $13,065,332.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 35,827 shares
    Change vs previous 13F -229 shares

    1.4% of the 13F portfolio, value $13,936,306.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 36,056 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $14,609,851.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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