Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,502,264
+$138,532 QoQ
Shares Held
7,095
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,604
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, 2026River Wealth Advisors LLC holds $4,928,756 across 2 Home Improvement Retail names. HD ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,095 | $2,502,264 | |
| 2 | LOW |
Lowes Companies Inc
|
11,005 | $2,426,492 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,502,264 | 7,095 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,363,732 | 7,187 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,519,156 | 7,321 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,998,406 | 7,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,732,934 | 7,454 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,788,255 | 7,608 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,202,943 | 8,234 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,611,952 | 8,914 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,654,107 | 10,615 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,942,257 | 10,277 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,336,236 | 9,627 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,853,901 | 9,445 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,085,276 | 9,932 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,002,255 | 10,173 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,268,519 | 10,348 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,771,265 | 10,043 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,934,963 | 10,701 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,228,274 | 10,785 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,425,666 | 10,664 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,435,897 | 10,467 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,326,979 | 10,433 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,172,768 | 10,394 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,807,603 | 10,570 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,866,800 | 10,323 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,482,554 | 9,910 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,871,207 | 10,022 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||