Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$313,179
-$32,155 QoQ
Shares Held
888
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,459
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026Legacy Financial Strategies, LLC holds $3,051,223 across 2 Home Improvement Retail names. HD ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
12,418 | $2,738,044 | |
| 2 | HD |
Home Depot, Inc.
This page
|
888 | $313,179 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,179 | 888 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $345,334 | 1,050 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $341,003 | 991 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $420,182 | 1,037 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $352,707 | 962 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $287,694 | 785 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $293,687 | 755 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $297,822 | 735 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $223,411 | 649 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $228,242 | 595 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $205,157 | 592 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||