Wealth Management Partners, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on HD, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 6,122 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 6,122 sharesChange vs previous 13F -149 shares
0.51% of the 13F portfolio, value $2,159,218.
13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 6,271 sharesChange vs previous 13F +227 shares
0.59% of the 13F portfolio, value $2,062,527.
13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 6,044 sharesChange vs previous 13F -306 shares
0.59% of the 13F portfolio, value $2,079,855.
13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 6,350 sharesChange vs previous 13F -278 shares
0.82% of the 13F portfolio, value $2,572,778.
13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 6,628 sharesChange vs previous 13F +122 shares
0.86% of the 13F portfolio, value $2,436,686.
13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 6,506 sharesChange vs previous 13F +36 shares
1.1% of the 13F portfolio, value $2,384,436.
13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 6,470 sharesChange vs previous 13F +75 shares
1.09% of the 13F portfolio, value $2,516,642.
13F-HR 0001085146-25-000272 filed by Wealth Management Partners, 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 6,395 sharesChange vs previous 13F not available
1.2% of the 13F portfolio, value $2,591,376.
13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).