Provenance Wealth Advisors, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Provenance Wealth Advisors, LLC on HD, newest first. How the timeline and the estimate are built.
Provenance Wealth Advisors, LLC held 1,211 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,211 sharesChange vs previous 13F +208 shares
0.04% of the 13F portfolio, value $427,095.
13F-HR 0002081584-26-000004 filed by Provenance Wealth 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 1,003 sharesChange vs previous 13F +610 shares
0.03% of the 13F portfolio, value $329,877.
13F-HR 0002081584-26-000003 filed by Provenance Wealth 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 393 sharesChange vs previous 13F -625 shares
0.01% of the 13F portfolio, value $135,231.
13F-HR 0002081584-26-000001 filed by Provenance Wealth 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 1,018 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $412,483.
13F-HR 0002081584-25-000010 filed by Provenance Wealth 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 1,018 sharesChange vs previous 13F -300 shares
0.05% of the 13F portfolio, value $373,240.
13F-HR 0001932363-25-000002 filed by Provenance Wealth 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 1,318 sharesChange vs previous 13F -396 shares
0.07% of the 13F portfolio, value $483,034.
13F-HR 0002081584-25-000007 filed by Provenance Wealth 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 1,714 sharesChange vs previous 13F -2,771 shares
0.09% of the 13F portfolio, value $666,729.
13F-HR 0002081584-25-000006 filed by Provenance Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,485 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,817,322.
13F-HR 0002081584-25-000005 filed by Provenance Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).