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Disclosery

HB Wealth Management, LLC: HD position timeline

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

HB Wealth Management, LLC held 680,281 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 680,281 shares
    Change vs previous 13F +601 shares

    1.35% of the 13F portfolio, value $239,921,575.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 679,680 shares
    Change vs previous 13F -4,990 shares

    1.45% of the 13F portfolio, value $223,540,100.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 684,670 shares
    Change vs previous 13F -1,379 shares

    1.53% of the 13F portfolio, value $235,595,054.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 686,049 shares
    Change vs previous 13F +42,999 shares

    1.89% of the 13F portfolio, value $277,980,596.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 643,050 shares
    Change vs previous 13F -42,190 shares

    1.89% of the 13F portfolio, value $235,768,010.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 685,240 shares
    Change vs previous 13F +14,831 shares

    2.11% of the 13F portfolio, value $251,133,700.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 670,409 shares
    Change vs previous 13F -14,015 shares

    2.67% of the 13F portfolio, value $260,783,011.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 684,424 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $277,328,813.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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