Position in FND
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,522,474
+$849,278 QoQ
Shares Held
49,655
+80.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FND Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $272,394,863 across 4 Home Improvement Retail names. FND ranks #3 (0.9% of the industry book) .
All Filings in FND
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,522,474 | 49,655 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,673,196 | 27,479 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,334,190 | 18,103 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,002,519 | 13,198 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $943,832 | 11,729 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $611,858 | 6,137 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,040,543 | 8,380 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $871,526 | 8,767 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,080,641 | 8,337 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $464,981 | 4,168 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $335,845 | 3,711 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $338,701 | 3,258 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $319,607 | 3,254 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $214,808 | 3,085 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $221,389 | 3,151 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $377,760 | 6,000 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $288,622 | 2,220 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $277,454 | 2,297 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $332,079 | 3,478 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $294,613 | 3,173 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||