Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$44,790
+$18,479 QoQ
Shares Held
127
+58.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,004
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, 2026Winch Advisory Services, LLC holds $72,351 across 2 Home Improvement Retail names. HD ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
127 | $44,790 | |
| 2 | LOW |
Lowes Companies Inc
|
125 | $27,561 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,790 | 127 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $26,311 | 80 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $27,183 | 79 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $32,010 | 79 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,597 | 78 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $36,282 | 99 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $38,121 | 98 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $46,192 | 114 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $39,243 | 114 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $43,346 | 113 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $44,358 | 128 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $39,582 | 131 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $47,527 | 153 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $44,858 | 152 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $53,064 | 168 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $44,426 | 161 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $42,237 | 154 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,198 | 151 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $62,666 | 151 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $45,956 | 140 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $44,325 | 139 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $35,714 | 117 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $33,733 | 127 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,718 | 53 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $11,523 | 46 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $8,028 | 43 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||