Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,688,278
+$173,741 QoQ
Shares Held
4,787
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,916
of 4,083 holders
Holding Since
Mar 2020
24 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, 2026WealthPLAN Partners, LLC holds $2,577,955 across 2 Home Improvement Retail names. HD ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,787 | $1,688,278 | |
| 2 | LOW |
Lowes Companies Inc
|
4,035 | $889,677 |
All Filings in HD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,278 | 4,787 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,514,537 | 4,605 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,403,927 | 4,080 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $1,417,354 | 3,498 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,403,497 | 3,828 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,449,467 | 3,955 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,551,292 | 3,988 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,662,130 | 4,102 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $1,178,332 | 3,423 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $1,358,711 | 3,542 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,295,056 | 3,737 | Shares | Other | 2024-01-05 | |
| 2023-09-30 | $1,002,264 | 3,317 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $912,970 | 2,939 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $998,980 | 3,385 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,235,643 | 3,912 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $1,227,252 | 4,100 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $1,852,604 | 4,464 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,459,115 | 4,445 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $1,390,360 | 4,360 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $1,245,725 | 4,081 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,090,104 | 4,104 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,066,128 | 3,839 | Shares | Sole | 2020-12-18 | |
| 2020-06-30 | $1,203,950 | 4,806 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $894,526 | 4,791 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||