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Stone Summit Wealth LLC: HD position timeline

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

Stone Summit Wealth LLC held 4,722 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,722 shares
    Change vs previous 13F -127 shares

    0.42% of the 13F portfolio, value $1,665,355.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 4,849 shares
    Change vs previous 13F -213 shares

    0.44% of the 13F portfolio, value $1,594,788.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 5,062 shares
    Change vs previous 13F -1,170 shares

    0.47% of the 13F portfolio, value $1,741,834.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 6,232 shares
    Change vs previous 13F -135 shares

    0.72% of the 13F portfolio, value $2,525,144.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 6,367 shares
    Change vs previous 13F -90 shares

    0.72% of the 13F portfolio, value $2,334,397.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 6,457 shares
    Change vs previous 13F -105 shares

    0.8% of the 13F portfolio, value $2,366,426.

    13F-HR 0001667731-25-000518 filed by Stone Summit 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 6,562 shares
    Change vs previous 13F -87 shares

    0.86% of the 13F portfolio, value $2,552,552.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 6,649 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,694,175.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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