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Koa Wealth Management, LLC: HD position timeline

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

Koa Wealth Management, LLC held 6,351 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,351 shares
    Change vs previous 13F -53 shares

    1.52% of the 13F portfolio, value $2,239,844.

    13F-HR 0001172661-26-002703 filed by Koa 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 6,404 shares
    Change vs previous 13F -125 shares

    1.52% of the 13F portfolio, value $2,106,366.

    13F-HR 0001172661-26-001567 filed by Koa 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 6,529 shares
    Change vs previous 13F +1,980 shares

    1.54% of the 13F portfolio, value $2,246,503.

    13F-HR 0001172661-26-000393 filed by Koa 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 4,549 shares
    Change vs previous 13F -149 shares

    1.37% of the 13F portfolio, value $1,843,243.

    13F-HR 0001172661-25-004446 filed by Koa 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 4,698 shares
    Change vs previous 13F +19 shares

    1.37% of the 13F portfolio, value $1,722,505.

    13F-HR 0001172661-25-002749 filed by Koa 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 4,679 shares
    Change vs previous 13F -68 shares

    1.38% of the 13F portfolio, value $1,714,700.

    13F-HR 0001172661-25-001663 filed by Koa 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 4,747 shares
    Change vs previous 13F -63 shares

    1.51% of the 13F portfolio, value $1,846,708.

    13F-HR 0001172661-25-000327 filed by Koa 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 4,810 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $1,949,192.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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