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Jupiter Wealth Management LLC: HD position timeline

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

Jupiter Wealth Management LLC held 13,197 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,197 shares
    Change vs previous 13F +315 shares

    1.86% of the 13F portfolio, value $4,654,318.

    13F-HR 0001774207-26-000003 filed by Jupiter 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 12,882 shares
    Change vs previous 13F -78 shares

    1.54% of the 13F portfolio, value $3,897,449.

    13F-HR 0001774207-26-000002 filed by Jupiter 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 12,960 shares
    Change vs previous 13F +388 shares

    2.25% of the 13F portfolio, value $5,057,251.

    13F-HR 0001774207-26-000001 filed by Jupiter 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 12,572 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $5,094,049.

    13F-HR 0001774207-25-000006 filed by Jupiter 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 12,572 shares
    Change vs previous 13F -238 shares

    2.59% of the 13F portfolio, value $5,119,067.

    13F-HR 0001774207-25-000004 filed by Jupiter 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 12,810 shares
    Change vs previous 13F -1,813 shares

    2.94% of the 13F portfolio, value $4,859,858.

    13F-HR 0001774207-25-000003 filed by Jupiter 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 14,623 shares
    Change vs previous 13F 0 shares

    2.85% of the 13F portfolio, value $5,688,201.

    13F-HR 0001774207-25-000001 filed by Jupiter 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 14,623 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $5,925,240.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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