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Disclosery

Financial Advisory Group: HD position timeline

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

Financial Advisory Group held 2,971 HD shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 2,971 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $1,139,676.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 2,963 shares
    Change vs previous 13F -1,802 shares

    0.19% of the 13F portfolio, value $1,026,828.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 4,765 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,439,792.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 4,765 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,480,200.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 4,765 shares
    Change vs previous 13F -105 shares

    0.28% of the 13F portfolio, value $1,406,247.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 4,870 shares
    Change vs previous 13F -155 shares

    0.33% of the 13F portfolio, value $1,538,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 5,025 shares
    Change vs previous 13F +24 shares

    0.31% of the 13F portfolio, value $1,387,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 5,001 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,372,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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