Golden State Wealth Management, LLC

Position in HD — Home Depot, Inc.

CIK 1776033 SANTA ANA, CA

Position in HD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,103,383

+$107,021 QoQ

Shares Held

5,964

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,752

of 4,083 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $2,603,674 across 2 Home Improvement Retail names. HD ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	5,964	$2,103,383
2	LOW	Lowes Companies Inc	2,269	$500,291

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,103,383	5,964	-1.7%	Shares	Sole	2026-07-22
2026-03-31	$1,996,362	6,070	-13.9%	Shares	Sole	2026-04-28
2025-12-31	$2,426,937	7,053	+5.6%	Shares	Sole	2026-02-13
2025-09-30	$2,706,264	6,679	-1.4%	Shares	Sole	2025-11-03
2025-06-30	$2,483,986	6,775	+18.6%	Shares	Sole	2025-08-06
2025-03-31	$2,093,390	5,712	+13.3%	Shares	Sole	2025-04-24
2024-12-31	$1,961,676	5,043	-39.1%	Shares	Sole	2025-01-28
2022-03-31	$2,477,853	8,278	-18.9%	Shares	Sole	2022-05-19
2021-12-31	$4,238,497	10,213	+18.0%	Shares	Sole	2022-02-14
2021-09-30	$2,840,433	8,653	+33.3%	Shares	Sole	2021-11-15
2021-06-30	$2,069,914	6,491	-0.3%	Shares	Sole	2021-08-12
2021-03-31	$1,987,788	6,512	-17.4%	Shares	Sole	2021-05-14
2020-12-31	$2,094,413	7,885	+28.2%	Shares	Sole	2021-01-28
2020-09-30	$1,707,916	6,150	+278.5%	Shares	Sole	2020-11-12
2020-06-30	$407,078	1,625	-76.7%	Shares	Sole	2020-08-11
2020-03-31	$1,301,368	6,970	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.