Ullmann Wealth Partners Group, LLC
Position in HD — Home Depot, Inc.
CIK 1697725
JACKSONVILLE BEACH, FL
Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,023,477
+$119,359 QoQ
Shares Held
2,902
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#2,340
of 4,079 holders
Holding Since
Mar 2021
22 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, 2026Ullmann Wealth Partners Group, LLC holds $1,023,477 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,902 | $1,023,477 |
All Filings in HD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,477 | 2,902 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $904,118 | 2,749 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,117,980 | 3,249 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,316,867 | 3,250 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,193,413 | 3,255 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,174,233 | 3,204 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,266,551 | 3,256 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $556,339 | 1,373 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $423,759 | 1,231 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $515,942 | 1,345 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $398,879 | 1,151 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $308,807 | 1,022 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $294,797 | 949 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $281,544 | 954 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $297,224 | 941 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $243,103 | 881 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $217,221 | 792 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $237,069 | 792 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $316,237 | 762 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $243,897 | 743 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $217,164 | 681 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $207,875 | 681 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||