Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,310,302
+$515,086 QoQ
Shares Held
15,057
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,111
of 4,083 holders
Holding Since
Jun 2020
25 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, 2026MATHER GROUP, LLC. holds $21,331,832 across 3 Home Improvement Retail names. HD ranks #2 (24.9% of the industry book) .
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,310,302 | 15,057 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,795,216 | 14,580 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,283,999 | 15,356 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,246,814 | 15,417 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,569,628 | 15,191 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,837,086 | 15,927 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,625,666 | 17,033 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,658,246 | 16,432 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $7,302,018 | 21,212 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $6,055,509 | 15,786 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $5,461,281 | 15,759 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,994,253 | 13,219 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,951,701 | 9,502 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,272,424 | 7,700 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,037,297 | 6,450 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,896,535 | 6,873 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,583,360 | 5,773 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,543,644 | 5,157 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,470,380 | 3,543 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $603,013 | 1,837 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $840,912 | 2,637 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $949,022 | 3,109 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,971,550 | 14,952 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,153,430 | 14,956 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,632,395 | 14,500 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||