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Disclosery

waypoint wealth counsel: HD position timeline

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

waypoint wealth counsel held 2,476 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,476 shares
    Change vs previous 13F +27 shares

    0.55% of the 13F portfolio, value $873,211.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 2,449 shares
    Change vs previous 13F -731 shares

    0.42% of the 13F portfolio, value $805,361.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 3,180 shares
    Change vs previous 13F -231 shares

    0.4% of the 13F portfolio, value $1,094,114.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 3,411 shares
    Change vs previous 13F -135 shares

    0.55% of the 13F portfolio, value $1,382,236.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 3,546 shares
    Change vs previous 13F +451 shares

    0.64% of the 13F portfolio, value $1,299,968.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 3,095 shares
    Change vs previous 13F -15 shares

    0.71% of the 13F portfolio, value $1,134,361.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 3,110 shares
    Change vs previous 13F +522 shares

    0.79% of the 13F portfolio, value $1,209,762.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 2,588 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,048,831.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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