Skip to content
Disclosery

PUREfi Wealth, LLC: HD position timeline

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

PUREfi Wealth, LLC held 4,976 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,976 shares
    Change vs previous 13F +788 shares

    0.96% of the 13F portfolio, value $1,754,822.

    13F-HR 0002001520-26-000003 filed by PUREfi 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 4,188 shares
    Change vs previous 13F +197 shares

    0.9% of the 13F portfolio, value $1,377,551.

    13F-HR 0002001520-26-000002 filed by PUREfi 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 3,991 shares
    Change vs previous 13F +878 shares

    1.05% of the 13F portfolio, value $1,373,403.

    13F-HR 0002001520-26-000001 filed by PUREfi 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 3,113 shares
    Change vs previous 13F +131 shares

    0.97% of the 13F portfolio, value $1,261,403.

    13F-HR 0002001520-25-000005 filed by PUREfi 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 2,982 shares
    Change vs previous 13F +299 shares

    0.87% of the 13F portfolio, value $1,093,308.

    13F-HR 0002001520-25-000003 filed by PUREfi 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 2,683 shares
    Change vs previous 13F -206 shares

    0.98% of the 13F portfolio, value $983,215.

    13F-HR 0002001520-25-000002 filed by PUREfi 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 2,889 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,123,808.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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