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Disclosery

Focus Partners Wealth: HD position timeline

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

Focus Partners Wealth held 609,655 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 609,655 shares
    Change vs previous 13F -117,445 shares

    0.2% of the 13F portfolio, value $215,013,949.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 574,593 shares
    • Focus Partners Advisor Solutions, LLC: 35,062 shares

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

  2. period ended2026-03-31
    13F 727,100 shares
    Change vs previous 13F +14,799 shares

    0.24% of the 13F portfolio, value $239,170,039.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 698,865 shares
    • Focus Partners Advisor Solutions, LLC: 28,235 shares

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

  3. period ended2025-12-31
    13F 712,301 shares
    Change vs previous 13F +153,734 shares

    0.26% of the 13F portfolio, value $247,164,816.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 687,479 shares
    • Focus Partners Advisor Solutions, LLC: 24,822 shares

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

  4. period ended2025-09-30
    13F 558,567 shares
    Change vs previous 13F +85,949 shares

    0.32% of the 13F portfolio, value $225,954,164.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 531,122 shares
    • Focus Partners Advisor Solutions, LLC: 27,445 shares

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

  5. period ended2025-06-30
    13F 472,618 shares
    Change vs previous 13F +25,741 shares

    0.32% of the 13F portfolio, value $173,279,049.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 450,512 shares
    • Focus Partners Advisor Solutions, LLC: 22,106 shares

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

  6. period ended2025-03-31
    13F/A 446,877 shares
    Change vs previous 13F +10,496 shares

    0.35% of the 13F portfolio, value $163,776,356.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 423,287 shares
    • Focus Partners Advisor Solutions, LLC: 23,590 shares

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

  7. period ended2024-12-31
    13F/A 436,381 shares
    Change vs previous 13F +73,159 shares

    0.38% of the 13F portfolio, value $169,749,184.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 415,569 shares
    • Focus Partners Advisor Solutions, LLC: 20,812 shares

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

  8. period ended2024-09-30
    13F 363,222 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $147,140,317.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 350,407 shares
    • Focus Partners Advisor Solutions, LLC: 12,815 shares

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