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Steward Partners Investment Advisory, LLC: HD position timeline

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

Steward Partners Investment Advisory, LLC held 239,676 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,676 shares
    Change vs previous 13F -16,364 shares

    0.43% of the 13F portfolio, value $84,529,064.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 256,040 shares
    Change vs previous 13F +33,171 shares

    0.43% of the 13F portfolio, value $84,209,079.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 222,869 shares
    Change vs previous 13F -41,078 shares

    0.42% of the 13F portfolio, value $76,689,124.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 263,947 shares
    Change vs previous 13F +1,683 shares

    0.61% of the 13F portfolio, value $106,948,864.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 262,264 shares
    Change vs previous 13F +14,849 shares

    0.75% of the 13F portfolio, value $96,155,899.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 247,415 shares
    Change vs previous 13F +46,690 shares

    0.8% of the 13F portfolio, value $90,675,198.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 200,725 shares
    Change vs previous 13F -731 shares

    0.69% of the 13F portfolio, value $78,080,169.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    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 201,456 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $81,630,286.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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