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Ascentis Wealth Management, LLC: HD position timeline

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

Ascentis Wealth Management, LLC held 6,119 HD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,119 shares
    Change vs previous 13F -18,805 shares

    0.31% of the 13F portfolio, value $2,163,463.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 293 shares
    • Ascentis Wealth Management, LLC: 5,826 shares

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

  2. period ended2026-03-31
    13F 24,924 shares
    Change vs previous 13F +9,252 shares

    0.45% of the 13F portfolio, value $8,198,266.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 19,011 shares
    • Ascentis Wealth Management, LLC: 5,913 shares

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

  3. period ended2025-12-31
    13F 15,672 shares
    Change vs previous 13F +223 shares

    0.52% of the 13F portfolio, value $5,397,348.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,372 shares
    • Ascentis Wealth Management, LLC: 6,300 shares

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

  4. period ended2025-09-30
    13F 15,449 shares
    Change vs previous 13F +500 shares

    0.59% of the 13F portfolio, value $6,266,195.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,839 shares
    • Ascentis Wealth Management, LLC: 6,610 shares

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

  5. period ended2025-06-30
    13F 14,949 shares
    Change vs previous 13F +689 shares

    0.58% of the 13F portfolio, value $5,522,219.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,417 shares
    • Ascentis Wealth Management, LLC: 5,532 shares

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

  6. period ended2025-03-31
    13F 14,260 shares
    Change vs previous 13F +4,261 shares

    0.63% of the 13F portfolio, value $5,226,333.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,088 shares
    • Ascentis Wealth Management, LLC: 5,172 shares

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

  7. period ended2024-12-31
    13F 9,999 shares
    Change vs previous 13F -133 shares

    0.46% of the 13F portfolio, value $3,889,464.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,073 shares
    • Ascentis Wealth Management, LLC: 926 shares

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

  8. period ended2024-09-30
    13F/A 10,132 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,105,375.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,146 shares
    • Ascentis Wealth Management, LLC: 986 shares

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