NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in HD — Home Depot, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,716,694
+$62,552 QoQ
Shares Held
7,703
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,550
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $5,231,161 across 2 Home Improvement Retail names. HD ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,703 | $2,716,694 | |
| 2 | LOW |
Lowes Companies Inc
|
11,404 | $2,514,467 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,716,694 | 7,703 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,654,142 | 8,070 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,727,680 | 7,927 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,319,316 | 8,192 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,121,206 | 8,513 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,331,760 | 9,091 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,646,003 | 9,373 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,348,201 | 10,731 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,714,693 | 10,791 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,550,646 | 11,863 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,093,102 | 11,811 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,651,603 | 12,085 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,370,444 | 10,850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,218,578 | 10,906 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,480,461 | 11,019 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,703,108 | 9,796 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,812,090 | 10,253 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,239,947 | 10,824 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,876,608 | 9,341 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,063,322 | 9,332 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,576,312 | 8,079 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,894,076 | 6,205 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,288,257 | 4,850 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,282,742 | 4,619 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,079,698 | 4,310 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $774,099 | 4,146 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||