Waterfront Wealth Inc.

Position in HD — Home Depot, Inc.

CIK 1775210 OVERLAND PARK, KS

Position in HD

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$334,693

+$22,577 QoQ

Shares Held

949

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,394

of 4,079 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Waterfront Wealth Inc. holds $1,484,107 across 2 Home Improvement Retail names. HD ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc	5,213	$1,149,414
2	HD	Home Depot, Inc. This page	949	$334,693

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,693	949	0.0%	Shares	Sole	2026-07-30
2026-03-31	$312,116	949	0.0%	Shares	Sole	2026-04-30
2025-12-31	$326,550	949	-1.9%	Shares	Sole	2026-01-27
2025-09-30	$391,818	967	+5.6%	Shares	Sole	2025-11-06
2025-06-30	$335,842	916	+4.7%	Shares	Sole	2025-08-04
2025-03-31	$320,678	875	-2.0%	Shares	Sole	2025-04-25
2024-12-31	$347,368	893	+1.2%	Shares	Sole	2025-02-03
2024-09-30	$357,386	882	+20.7%	Shares	Sole	2024-10-31
2024-06-30	$251,639	731	-6.5%	Shares	Sole	2024-08-01
2024-03-31	$299,975	782	+3.0%	Shares	Sole	2024-05-13
2023-12-31	$263,031	759	-2.9%	Shares	Sole	2024-01-31
2023-09-30	$236,289	782	0.0%	Shares	Sole	2023-11-09
2023-06-30	$242,920	782	0.0%	Shares	Sole	2023-07-28
2023-03-31	$230,783	782	-7.9%	Shares	Sole	2023-04-19
2022-12-31	$268,165	849	+1.7%	Shares	Sole	2023-01-31
2022-09-30	$230,409	835	+35.3%	Shares	Sole	2022-11-02
2021-12-31	$256,061	617	-5.4%	Shares	Sole	2022-02-14
2021-09-30	$214,025	652	-9.4%	Shares	Sole	2021-11-02
2021-06-30	$229,600	720	-10.4%	Shares	Sole	2021-08-04
2021-03-31	$245,421	804	+1.8%	Shares	Sole	2021-04-23
2020-12-31	$209,839	790	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.