Position in HD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,242,436
+$1,383,745 QoQ
Shares Held
17,700
+19.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,009
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Annex Advisory Services, LLC holds $6,609,551 across 2 Home Improvement Retail names. HD ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
17,700 | $6,242,436 | |
| 2 | LOW |
Lowes Companies Inc
|
1,665 | $367,115 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,242,436 | 17,700 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,858,691 | 14,773 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,557,604 | 13,245 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,307,205 | 20,502 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,895,959 | 21,536 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,601,002 | 20,740 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $8,181,237 | 21,032 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $8,712,610 | 21,502 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,454,172 | 21,654 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,950,832 | 18,120 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $9,389,425 | 27,094 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,017,360 | 29,843 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,284,097 | 29,887 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $8,681,840 | 29,418 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $9,389,570 | 29,727 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,887,731 | 21,337 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,018,855 | 21,945 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $6,162,306 | 20,587 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $8,041,648 | 19,377 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,194,266 | 18,870 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,792,317 | 18,164 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,431,008 | 17,792 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,697,489 | 17,685 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,148,431 | 14,938 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,755,896 | 14,993 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,684,889 | 14,380 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||