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Keudell/Morrison Wealth Management: HD position timeline

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

Keudell/Morrison Wealth Management held 9,197 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,197 shares
    Change vs previous 13F -23 shares

    0.61% of the 13F portfolio, value $3,243,598.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 9,220 shares
    Change vs previous 13F -7 shares

    0.62% of the 13F portfolio, value $3,032,366.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 9,227 shares
    Change vs previous 13F -11 shares

    0.67% of the 13F portfolio, value $3,175,011.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,238 shares
    Change vs previous 13F -57 shares

    0.75% of the 13F portfolio, value $3,387,020.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,295 shares
    Change vs previous 13F -10 shares

    0.8% of the 13F portfolio, value $3,406,525.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,305 shares
    Change vs previous 13F -1 shares

    0.94% of the 13F portfolio, value $3,619,552.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,306 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,770,791.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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