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Disclosery

Wela Strategies, Inc.: HD position timeline

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

Wela Strategies, Inc. held 1,082 HD shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,082 shares
    Change vs previous 13F -618 shares

    0.17% of the 13F portfolio, value $438,564.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,700 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $623,441.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,698 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $622,333.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,696 shares
    Change vs previous 13F -28 shares

    0.28% of the 13F portfolio, value $659,671.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,724 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $698,559.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,724 shares
    Change vs previous 13F +71 shares

    0.28% of the 13F portfolio, value $593,359.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,653 shares
    Change vs previous 13F -40 shares

    0.3% of the 13F portfolio, value $633,951.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,693 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $586,549.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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