Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,530,290
+$14,927,500 QoQ
Shares Held
109,250
+52.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#386
of 4,086 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, 2026Integrated Wealth Concepts LLC holds $44,210,051 across 4 Home Improvement Retail names. HD ranks #1 (87.2% of the industry book) .
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,530,290 | 109,250 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,602,790 | 71,765 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,479,955 | 27,550 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $28,979,593 | 71,521 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $26,122,366 | 71,248 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $25,449,065 | 69,440 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $26,461,044 | 68,025 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $20,123,042 | 49,662 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $17,068,107 | 49,582 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $19,483,044 | 50,790 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $17,598,502 | 50,782 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $15,961,299 | 52,824 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $16,937,024 | 54,523 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $14,963,174 | 50,702 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $10,078,145 | 31,907 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $8,805,245 | 31,910 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,532,265 | 31,109 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $9,337,000 | 31,193 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $14,252,688 | 34,343 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $10,634,639 | 32,397 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $9,975,198 | 31,281 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $8,956,645 | 29,342 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,061,389 | 19,055 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $4,882,141 | 17,580 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $3,897,685 | 15,559 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $2,797,102 | 14,981 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||