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Disclosery

Performance Wealth Partners, LLC: HD position timeline

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

Performance Wealth Partners, LLC held 918 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 918 shares
    Change vs previous 13F -8,774 shares

    0.01% of the 13F portfolio, value $323,711.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 9,692 shares
    Change vs previous 13F +1,240 shares

    0.09% of the 13F portfolio, value $3,187,735.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 8,452 shares
    Change vs previous 13F -603 shares

    0.08% of the 13F portfolio, value $2,908,395.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 9,055 shares
    Change vs previous 13F +1,047 shares

    0.1% of the 13F portfolio, value $3,668,825.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 8,008 shares
    Change vs previous 13F +964 shares

    0.09% of the 13F portfolio, value $2,936,076.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 7,044 shares
    Change vs previous 13F -355 shares

    0.09% of the 13F portfolio, value $2,581,720.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 7,399 shares
    Change vs previous 13F -269 shares

    0.09% of the 13F portfolio, value $2,878,083.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 7,668 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,106,887.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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