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Successful Portfolios LLC: HD position timeline

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

Successful Portfolios LLC held 8,586 HD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,586 shares
    Change vs previous 13F +6 shares

    1.11% of the 13F portfolio, value $2,414,436.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,580 shares
    Change vs previous 13F +3 shares

    1.37% of the 13F portfolio, value $2,938,702.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,577 shares
    Change vs previous 13F +1,132 shares

    1.55% of the 13F portfolio, value $2,812,760.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,445 shares
    Change vs previous 13F +426 shares

    1.42% of the 13F portfolio, value $2,789,014.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,019 shares
    Change vs previous 13F -62 shares

    1.66% of the 13F portfolio, value $2,843,962.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,081 shares
    Change vs previous 13F -12 shares

    1.6% of the 13F portfolio, value $2,596,293.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,093 shares
    Change vs previous 13F +4 shares

    1.77% of the 13F portfolio, value $2,599,604.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,089 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,757,621.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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