Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,459,389
+$192,835 QoQ
Shares Held
4,138
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,036
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, 2026Security National Bank holds $12,465,112 across 3 Home Improvement Retail names. HD ranks #2 (11.7% of the industry book) .
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,459,389 | 4,138 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,266,554 | 3,851 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,319,967 | 3,836 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,287,287 | 3,177 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $794,875 | 2,168 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $789,785 | 2,155 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $971,307 | 2,497 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,064,865 | 2,628 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $904,662 | 2,628 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,008,100 | 2,628 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $926,327 | 2,673 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $704,334 | 2,331 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $708,569 | 2,281 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $644,542 | 2,184 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $764,065 | 2,419 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $667,498 | 2,419 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $704,599 | 2,569 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $814,776 | 2,722 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,264,950 | 3,048 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $992,986 | 3,025 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $782,874 | 2,455 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $749,388 | 2,455 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $447,569 | 1,685 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $509,597 | 1,835 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $470,958 | 1,880 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $351,014 | 1,880 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||