Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$269,094
-$493,775 QoQ
Shares Held
763
-65.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,605
of 4,083 holders
Holding Since
Mar 2020
25 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, 2026Summit Financial Wealth Advisors, LLC holds $484,512 across 2 Home Improvement Retail names. HD ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
763 | $269,094 | |
| 2 | LOW |
Lowes Companies Inc
|
977 | $215,418 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,094 | 763 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $762,869 | 2,217 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $974,481 | 2,405 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $812,474 | 2,216 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $804,812 | 2,196 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $832,827 | 2,141 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $310,383 | 766 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $263,687 | 766 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $291,536 | 760 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $241,198 | 696 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $222,994 | 738 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $433,653 | 1,396 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $411,987 | 1,396 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $400,194 | 1,267 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $349,615 | 1,267 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $425,941 | 1,553 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $365,182 | 1,220 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $559,433 | 1,348 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $465,472 | 1,418 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $449,316 | 1,409 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $271,367 | 889 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $197,355 | 743 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $308,535 | 1,111 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $304,870 | 1,217 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $223,491 | 1,197 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||