Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,227,326
+$170,932 QoQ
Shares Held
3,480
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,178
of 4,086 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Advocacy Wealth Management, LLC holds $8,647,034 across 2 Home Improvement Retail names. HD ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
33,651 | $7,419,708 | |
| 2 | HD |
Home Depot, Inc.
This page
|
3,480 | $1,227,326 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,326 | 3,480 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,056,394 | 3,212 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,139,659 | 3,312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,344,015 | 3,317 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $1,379 | 5 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,371 | 5 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,891 | 13 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $613,384 | 1,478 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $485,168 | 1,478 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $471,319 | 1,478 | Shares | Sole | 2021-07-02 | |
| 2021-03-31 | $448,717 | 1,470 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $390,461 | 1,470 | Shares | Sole | 2021-01-06 | |
| 2020-09-30 | $408,233 | 1,470 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $368,249 | 1,470 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $274,463 | 1,470 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||