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INVENIO WEALTH PARTNERS LLC: HD position timeline

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

INVENIO WEALTH PARTNERS LLC held 1,551 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,551 shares
    Change vs previous 13F -117 shares

    0.2% of the 13F portfolio, value $547,007.

    13F-HR 0001989341-26-000004 filed by INVENIO WEALTH PARTNERS 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 1,668 shares
    Change vs previous 13F -350 shares

    0.22% of the 13F portfolio, value $548,589.

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS 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 2,018 shares
    Change vs previous 13F -190 shares

    0.26% of the 13F portfolio, value $694,394.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS 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 2,208 shares
    Change vs previous 13F +103 shares

    0.33% of the 13F portfolio, value $894,660.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS 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 2,105 shares
    Change vs previous 13F +361 shares

    0.31% of the 13F portfolio, value $771,777.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS 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 1,744 shares
    Change vs previous 13F +47 shares

    0.27% of the 13F portfolio, value $639,159.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS 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 1,697 shares
    Change vs previous 13F +30 shares

    0.28% of the 13F portfolio, value $660,116.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS 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 1,667 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $675,469.

    13F-HR 0001989341-24-000005 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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