Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,863,408
+$208,280 QoQ
Shares Held
8,119
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,515
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026LVW Advisors, LLC holds $3,872,590 across 2 Home Improvement Retail names. HD ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,119 | $2,863,408 | |
| 2 | LOW |
Lowes Companies Inc
|
4,577 | $1,009,182 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,863,408 | 8,119 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,655,128 | 8,073 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,727,680 | 7,927 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,365,508 | 8,306 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,024,046 | 8,248 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,985,061 | 8,145 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,468,623 | 8,917 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,701,907 | 9,136 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,945,317 | 8,556 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,368,008 | 8,780 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,140,782 | 9,063 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,154,550 | 10,440 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,749,424 | 12,070 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,922,144 | 13,290 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,199,042 | 13,294 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,628,886 | 13,151 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,546,585 | 12,931 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,776,347 | 12,616 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,237,426 | 12,620 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,328,436 | 13,186 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,140,148 | 12,983 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,939,556 | 12,906 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,349,468 | 12,610 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,425,830 | 12,336 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,153,419 | 12,588 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $426,819 | 2,286 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||