MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC on HD, newest first. How the timeline and the estimate are built.
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 1,063 HD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 1,063 sharesChange vs previous 13F +40 shares
0.04% of the 13F portfolio, value $302,485.
13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Accepted , ingested - period ended2026-06-3013F 1,023 sharesChange vs previous 13F +400 shares
0.05% of the 13F portfolio, value $360,792.
13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 623 sharesChange vs previous 13F -121 shares
0.03% of the 13F portfolio, value $204,898.
13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 744 sharesChange vs previous 13F -47 shares
0.04% of the 13F portfolio, value $256,010.
13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 791 sharesChange vs previous 13F -66 shares
0.05% of the 13F portfolio, value $320,505.
13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 857 sharesChange vs previous 13F +168 shares
0.05% of the 13F portfolio, value $314,210.
13F-HR 0001767601-25-000005 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 689 sharesChange vs previous 13F +11 shares
0.04% of the 13F portfolio, value $252,512.
13F-HR 0001767601-25-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 678 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $263,735.
13F-HR 0001767601-25-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).