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Disclosery

NewEdge Wealth, LLC: HD position timeline

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

NewEdge Wealth, LLC held 227,836 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,836 shares
    Change vs previous 13F +6,023 shares

    0.81% of the 13F portfolio, value $80,353,269.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 221,813 shares
    Change vs previous 13F +11,300 shares

    0.87% of the 13F portfolio, value $72,952,177.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 210,513 shares
    Change vs previous 13F +13,112 shares

    0.82% of the 13F portfolio, value $72,437,424.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 197,401 shares
    Change vs previous 13F +3,580 shares

    1.06% of the 13F portfolio, value $73,796,382.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 193,821 shares
    Change vs previous 13F +13,702 shares

    1.17% of the 13F portfolio, value $74,847,898.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 180,119 shares
    Change vs previous 13F +9,614 shares

    1.2% of the 13F portfolio, value $66,011,928.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 170,505 shares
    Change vs previous 13F +11,050 shares

    1.15% of the 13F portfolio, value $66,324,602.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 159,455 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $64,611,254.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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