Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$530,783
+$22,977 QoQ
Shares Held
1,505
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,948
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, 2026TRUE Private Wealth Advisors holds $835,059 across 2 Home Improvement Retail names. HD ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,505 | $530,783 | |
| 2 | LOW |
Lowes Companies Inc
|
1,380 | $304,276 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,783 | 1,505 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $507,806 | 1,544 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $450,082 | 1,308 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $561,593 | 1,386 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $491,664 | 1,341 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $500,991 | 1,367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $521,635 | 1,341 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $519,466 | 1,282 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $792,440 | 2,302 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $886,883 | 2,312 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $829,294 | 2,393 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $723,371 | 2,394 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $721,927 | 2,324 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $943,203 | 3,196 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,005,066 | 3,182 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $876,937 | 3,178 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $869,435 | 3,170 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $951,270 | 3,178 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,836,004 | 4,424 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,457,474 | 4,440 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,435,961 | 4,503 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,528,997 | 5,009 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,337,396 | 5,035 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,387,994 | 4,998 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,235,765 | 4,933 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $837,020 | 4,483 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||