Wagner Wealth Management, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wagner Wealth Management, LLC on HD, newest first. How the timeline and the estimate are built.
Wagner Wealth Management, LLC held 4,082 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 4,082 sharesChange vs previous 13F -5 shares
0.27% of the 13F portfolio, value $1,439,777.
13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 4,087 sharesChange vs previous 13F +159 shares
0.27% of the 13F portfolio, value $1,344,109.
13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 3,928 sharesChange vs previous 13F -356 shares
0.29% of the 13F portfolio, value $1,351,639.
13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 4,284 sharesChange vs previous 13F +16 shares
0.4% of the 13F portfolio, value $1,735,852.
13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 4,268 sharesChange vs previous 13F +238 shares
0.36% of the 13F portfolio, value $1,564,922.
13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 4,030 sharesChange vs previous 13F +71 shares
0.37% of the 13F portfolio, value $1,477,101.
13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,959 sharesChange vs previous 13F +180 shares
0.4% of the 13F portfolio, value $1,540,163.
13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, 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 3,779 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $1,531,215.
13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).