Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,395,202
+$52,674 QoQ
Shares Held
3,956
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,066
of 4,079 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $1,991,186 across 2 Home Improvement Retail names. HD ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,956 | $1,395,202 | |
| 2 | LOW |
Lowes Companies Inc
|
2,703 | $595,984 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,395,202 | 3,956 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,342,528 | 4,082 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,384,658 | 4,024 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,673,434 | 4,130 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,078,288 | 2,941 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,101,302 | 3,005 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,133,905 | 2,915 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,246,395 | 3,076 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $634,778 | 1,844 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $715,414 | 1,865 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $705,229 | 2,035 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $521,226 | 1,725 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $511,002 | 1,645 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $470,716 | 1,595 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $556,229 | 1,761 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $478,755 | 1,735 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $474,487 | 1,730 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $517,840 | 1,730 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $720,042 | 1,735 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $553,118 | 1,685 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $537,329 | 1,685 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $509,462 | 1,669 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $430,038 | 1,619 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $449,612 | 1,619 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $389,793 | 1,556 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $290,520 | 1,556 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||