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Pines Wealth Management, LLC: HD position timeline

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

Pines Wealth Management, LLC held 5,425 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,425 shares
    Change vs previous 13F +414 shares

    0.55% of the 13F portfolio, value $1,913,197.

    13F-HR 0001951757-26-001023 filed by Pines 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 5,011 shares
    Change vs previous 13F +336 shares

    0.53% of the 13F portfolio, value $1,648,068.

    13F-HR 0001951757-26-000527 filed by Pines 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 4,675 shares
    Change vs previous 13F +94 shares

    0.52% of the 13F portfolio, value $1,608,752.

    13F-HR 0001951757-26-000342 filed by Pines 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 4,581 shares
    Change vs previous 13F +263 shares

    0.63% of the 13F portfolio, value $1,856,004.

    13F-HR 0001951757-25-001248 filed by Pines 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 4,318 shares
    Change vs previous 13F +380 shares

    0.57% of the 13F portfolio, value $1,604,915.

    13F-HR 0001951757-25-000603 filed by Pines 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 3,938 shares
    Change vs previous 13F +357 shares

    0.61% of the 13F portfolio, value $1,320,176.

    13F-HR 0001951757-25-000336 filed by Pines 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 3,581 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,396,197.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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