Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,193,469
+$67,350 QoQ
Shares Held
3,384
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#2,202
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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,437,551 across 2 Home Improvement Retail names. HD ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,384 | $1,193,469 | |
| 2 | LOW |
Lowes Companies Inc
|
1,107 | $244,082 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,469 | 3,384 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,126,119 | 3,424 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,198,844 | 3,484 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,411,681 | 3,484 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,277,373 | 3,484 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,276,851 | 3,484 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,355,241 | 3,484 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,554,347 | 3,836 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,356,994 | 3,942 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,512,151 | 3,942 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,366,100 | 3,942 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,190,812 | 3,941 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,224,232 | 3,941 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,162,772 | 3,940 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,374,306 | 4,351 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,211,376 | 4,390 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,203,771 | 4,389 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,283,826 | 4,289 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,987,897 | 4,790 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,538,882 | 4,688 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,494,956 | 4,688 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,449,021 | 4,747 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,221,055 | 4,597 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,556,564 | 5,605 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,301,148 | 5,194 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $928,508 | 4,973 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||