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Wealthspire Advisors, LLC: HD position timeline

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

Wealthspire Advisors, LLC held 38,855 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,855 shares
    Change vs previous 13F +11,679 shares

    0.08% of the 13F portfolio, value $13,703,198.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    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 27,176 shares
    Change vs previous 13F -7,885 shares

    0.07% of the 13F portfolio, value $8,937,879.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    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 35,061 shares
    Change vs previous 13F +12,421 shares

    0.1% of the 13F portfolio, value $12,064,387.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    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 22,640 shares
    Change vs previous 13F -27,048 shares

    0.05% of the 13F portfolio, value $9,173,343.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    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 49,688 shares
    Change vs previous 13F +2,288 shares

    0.1% of the 13F portfolio, value $18,217,430.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    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 47,400 shares
    Change vs previous 13F +23,683 shares

    0.1% of the 13F portfolio, value $17,371,622.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    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 23,717 shares
    Change vs previous 13F +1,959 shares

    0.09% of the 13F portfolio, value $9,225,651.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 21,758 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,816,378.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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