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Foster Victor Wealth Advisors, LLC: HD position timeline

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

Foster Victor Wealth Advisors, LLC held 55,250 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,250 shares
    Change vs previous 13F +1,376 shares

    0.98% of the 13F portfolio, value $18,660,205.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 53,874 shares
    Change vs previous 13F +7,693 shares

    1.06% of the 13F portfolio, value $18,463,245.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, 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 46,181 shares
    Change vs previous 13F +1,841 shares

    1.02% of the 13F portfolio, value $17,556,795.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 44,340 shares
    Change vs previous 13F +2,324 shares

    1.09% of the 13F portfolio, value $17,517,046.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, 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 42,016 shares
    Change vs previous 13F +3,338 shares

    1.06% of the 13F portfolio, value $15,589,660.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, 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 38,678 shares
    Change vs previous 13F +4,697 shares

    1.1% of the 13F portfolio, value $13,686,621.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, 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 33,981 shares
    Change vs previous 13F +15,167 shares

    1.07% of the 13F portfolio, value $13,911,286.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, 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 18,814 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $7,827,998.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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