Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,520,756
+$37,134 QoQ
Shares Held
4,312
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.82%
of 13F equity value
Holder Rank
#1,999
of 4,083 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,445,988
PutShares
4,100
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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $2,085,871 across 2 Home Improvement Retail names. HD ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,312 | $1,520,756 | |
| 2 | LOW |
Lowes Companies Inc
|
2,563 | $565,115 |
All Filings in HD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520,756 | 4,312 | Shares | Sole | 2026-07-21 | |
| 2026-06-30 | $1,445,988 | 4,100 | Put | Sole | 2026-07-21 | |
| 2026-03-31 | $1,483,622 | 4,511 | Shares | Sole | 2026-04-17 | |
| 2026-03-31 | $1,414,227 | 4,300 | Put | Sole | 2026-04-17 | |
| 2025-12-31 | $1,552,235 | 4,511 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $1,479,630 | 4,300 | Put | Sole | 2026-01-23 | |
| 2025-09-30 | $1,985,431 | 4,900 | Put | Sole | 2025-10-16 | |
| 2025-09-30 | $2,124,005 | 5,242 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,859,231 | 5,071 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $1,796,536 | 4,900 | Put | Sole | 2025-07-17 | |
| 2025-03-31 | $68,900 | 188 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $62,627 | 161 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $687,924 | 2,331 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $729,636 | 2,310 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $702,818 | 2,547 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $641,791 | 2,340 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $702,527 | 2,347 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $995,193 | 2,398 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $850,849 | 2,592 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $808,067 | 2,534 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $742,062 | 2,431 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $638,550 | 2,404 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $582,357 | 2,097 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $533,585 | 2,130 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $392,090 | 2,100 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||