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CWM, LLC: HD position timeline

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

CWM, LLC held 261,911 HD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 261,911 shares
    Change vs previous 13F +19,685 shares

    0.23% of the 13F portfolio, value $86,139,802.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 242,226 shares
    Change vs previous 13F +17,705 shares

    0.23% of the 13F portfolio, value $83,350,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 224,521 shares
    Change vs previous 13F +14,586 shares

    0.27% of the 13F portfolio, value $90,974,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 209,935 shares
    Change vs previous 13F +4,168 shares

    0.27% of the 13F portfolio, value $76,971,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 205,767 shares
    Change vs previous 13F -4,248 shares

    0.3% of the 13F portfolio, value $75,412,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    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 210,015 shares
    Change vs previous 13F +14,078 shares

    0.34% of the 13F portfolio, value $81,694,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 195,937 shares
    Change vs previous 13F +4,666 shares

    0.34% of the 13F portfolio, value $79,394,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 191,271 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $65,843,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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