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Souders Financial Advisors: HD position timeline

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

Souders Financial Advisors held 10,012 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,012 shares
    Change vs previous 13F -1,231 shares

    0.36% of the 13F portfolio, value $3,531,137.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 11,243 shares
    Change vs previous 13F -250 shares

    0.42% of the 13F portfolio, value $3,697,547.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 11,493 shares
    Change vs previous 13F +286 shares

    0.45% of the 13F portfolio, value $3,954,633.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 11,207 shares
    Change vs previous 13F -16 shares

    0.54% of the 13F portfolio, value $4,540,941.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 11,223 shares
    Change vs previous 13F -635 shares

    0.52% of the 13F portfolio, value $4,114,804.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 11,858 shares
    Change vs previous 13F -2,539 shares

    0.61% of the 13F portfolio, value $4,345,683.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 14,397 shares
    Change vs previous 13F -2,830 shares

    0.78% of the 13F portfolio, value $5,600,452.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 17,227 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,980,439.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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