SAGE RHINO CAPITAL LLC: HD position timeline

SAGE RHINO CAPITAL LLC held 1,707 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,707 shares

   Change vs previous 13F -6 shares

   0.1% of the 13F portfolio, value $602,025.

   13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,713 shares

   Change vs previous 13F +20 shares

   0.11% of the 13F portfolio, value $563,389.

   13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,693 shares

   Change vs previous 13F -67 shares

   0.11% of the 13F portfolio, value $582,561.

   13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,760 shares

   Change vs previous 13F +1 shares

   0.14% of the 13F portfolio, value $713,134.

   13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,759 shares

   Change vs previous 13F +10 shares

   0.14% of the 13F portfolio, value $644,920.

   13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,749 shares

   Change vs previous 13F -1 shares

   0.15% of the 13F portfolio, value $640,991.

   13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,750 shares

   Change vs previous 13F -35 shares

   0.15% of the 13F portfolio, value $680,733.

   13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,785 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $723,282.

   13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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