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Disclosery

Wealth Group, Ltd.: HD position timeline

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

Wealth Group, Ltd. held 12,656 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,656 shares
    Change vs previous 13F +7,717 shares

    1.11% of the 13F portfolio, value $4,464,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 4,939 shares
    Change vs previous 13F +620 shares

    1.51% of the 13F portfolio, value $1,624,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 4,319 shares
    Change vs previous 13F -191 shares

    1.45% of the 13F portfolio, value $1,486,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,510 shares
    Change vs previous 13F -1,286 shares

    1.64% of the 13F portfolio, value $1,653,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,796 shares
    Change vs previous 13F +145 shares

    1.38% of the 13F portfolio, value $2,124,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,651 shares
    Change vs previous 13F -35 shares

    1.42% of the 13F portfolio, value $2,199,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 5,686 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,304,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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