Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,097,892
-$122,947 QoQ
Shares Held
3,113
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,279
of 4,085 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $1,097,892 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
|
3,113 | $1,097,892 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,892 | 3,113 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,220,839 | 3,712 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,731,855 | 5,033 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,044,588 | 5,046 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,752,172 | 4,779 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,711,874 | 4,671 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,590,969 | 4,090 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,838,392 | 4,537 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,145,320 | 9,137 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,250,626 | 8,474 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,824,382 | 8,150 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,377,092 | 7,867 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,530,784 | 8,147 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,524,751 | 8,555 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,771,039 | 8,773 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,363,702 | 8,566 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,170,024 | 7,912 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,200,674 | 7,352 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,090,994 | 7,448 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,400,685 | 4,267 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,346,353 | 4,222 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,387,361 | 4,545 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,207,508 | 4,546 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,085,846 | 3,910 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $965,966 | 3,856 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $716,966 | 3,840 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||