SWEENEY & MICHEL, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on HD, newest first. How the timeline and the estimate are built.
SWEENEY & MICHEL, LLC held 1,380 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,380 sharesChange vs previous 13F +26 shares
0.13% of the 13F portfolio, value $490,828.
13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,354 sharesChange vs previous 13F +31 shares
0.14% of the 13F portfolio, value $461,958.
13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,323 sharesChange vs previous 13F -98 shares
0.15% of the 13F portfolio, value $516,734.
13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,421 sharesChange vs previous 13F +55 shares
0.18% of the 13F portfolio, value $534,072.
13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,366 sharesChange vs previous 13F +2 shares
0.18% of the 13F portfolio, value $505,493.
13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,364 sharesChange vs previous 13F +6 shares
0.2% of the 13F portfolio, value $457,379.
13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,358 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $563,544.
13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).