Position in HD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,880,081
+$682,478 QoQ
Shares Held
19,508
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#965
of 4,083 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Jun 30, 2026CallValue
$105,804
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $8,253,733 across 2 Home Improvement Retail names. HD ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
19,508 | $6,880,081 | |
| 2 | LOW |
Lowes Companies Inc
|
6,230 | $1,373,652 |
All Filings in HD
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,880,081 | 19,508 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $105,804 | 300 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $32,350 | 10,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $6,197,603 | 18,844 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,742,594 | 22,501 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $635,896 | 1,848 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $9,036,952 | 22,303 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $627,234 | 154,800 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $9,289,191 | 25,336 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $22,601,485 | 58,103 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $27,072,222 | 66,812 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $26,628,685 | 77,355 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $37,646,887 | 98,141 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $32,142,165 | 92,749 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $29,654,284 | 98,141 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $30,216,574 | 97,272 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $30,129,095 | 102,091 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $33,014,950 | 104,524 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $28,832,692 | 104,489 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $18,110,321 | 66,031 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $22,412,631 | 74,876 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $32,042,921 | 77,210 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $25,223,826 | 76,841 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $23,921,533 | 75,015 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $20,666,950 | 67,705 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $13,262,406 | 49,930 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $16,047,469 | 57,785 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $12,165,264 | 48,562 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $9,814,222 | 52,564 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||