West Family Investments, Inc.

Position in HD — Home Depot, Inc.

CIK 1568303 CARLSBAD, CA

Position in HD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,230,853

+$509,927 QoQ

Shares Held

3,490

+59.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,173

of 4,086 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

West Family Investments, Inc. holds $1,230,853 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	3,490	$1,230,853

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,230,853	3,490	+59.2%	Shares	Sole	2026-08-10
2026-03-31	$720,926	2,192	-14.9%	Shares	Sole	2026-05-07
2025-12-31	$886,401	2,576	-33.6%	Shares	Sole	2026-02-11
2025-09-30	$1,572,137	3,880	+6.9%	Shares	Sole	2025-11-12
2025-06-30	$1,330,903	3,630	+65.6%	Shares	Sole	2025-08-13
2025-03-31	$803,346	2,192	-20.7%	Shares	Sole	2025-05-02
2024-12-31	$1,075,168	2,764	+2.9%	Shares	Sole	2025-02-07
2024-09-30	$1,088,772	2,687	+30.9%	Shares	Sole	2024-11-08
2024-06-30	$706,380	2,052	-14.1%	Shares	Sole	2024-08-05
2024-03-31	$916,036	2,388	+13.0%	Shares	Sole	2024-05-13
2023-12-31	$732,260	2,113	-4.3%	Shares	Sole	2024-02-06
2023-09-30	$666,867	2,207	-2.0%	Shares	Sole	2023-11-02
2023-06-30	$699,561	2,252	-32.9%	Shares	Sole	2023-08-16
2022-12-31	$1,060,342	3,357	-0.0%	Shares	Sole	2023-02-08
2022-09-30	$926,606	3,358	+214.4%	Shares	Sole	2022-11-04
2022-06-30	$292,920	1,068	-70.3%	Shares	Sole	2022-08-12
2022-03-31	$1,075,792	3,594	+4.4%	Shares	Sole	2022-05-13
2021-12-31	$1,429,294	3,444	-9.8%	Shares	Sole	2022-02-15
2021-09-30	$1,253,624	3,819	+1.2%	Shares	Sole	2022-02-15
2021-06-30	$1,203,171	3,773	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.