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FORBES J M & CO LLP: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on HD, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 25,621 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,621 shares
    Change vs previous 13F +54 shares

    0.71% of the 13F portfolio, value $9,036,014.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 25,567 shares
    Change vs previous 13F +339 shares

    0.71% of the 13F portfolio, value $8,408,731.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 25,228 shares
    Change vs previous 13F +138 shares

    0.7% of the 13F portfolio, value $8,680,955.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 25,090 shares
    Change vs previous 13F +1 shares

    0.84% of the 13F portfolio, value $10,166,217.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 25,089 shares
    Change vs previous 13F +6 shares

    0.84% of the 13F portfolio, value $9,198,631.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 25,083 shares
    Change vs previous 13F +750 shares

    0.89% of the 13F portfolio, value $9,192,669.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 24,333 shares
    Change vs previous 13F +2 shares

    0.91% of the 13F portfolio, value $9,465,294.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 24,331 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $9,858,921.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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