Avion Wealth

Position in HD — Home Depot, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in HD

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$263,451

+$5,273 QoQ

Shares Held

747

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#3,631

of 4,086 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Avion Wealth holds $364,173 across 4 Home Improvement Retail names. HD ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	747	$263,451
2	LOW	Lowes Companies Inc	443	$97,677
3	FND	Floor & Decor Holdings, Inc.	41	$2,433
4	HVT	Haverty Furniture Companies Inc	24	$612

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,451	747	-4.8%	Shares	Sole	2026-07-31
2026-03-31	$258,178	785	+45.6%	Shares	Sole	2026-05-01
2025-12-31	$185,469	539	-4.6%	Shares	Sole	2026-01-23
2025-09-30	$228,932	565	-0.5%	Shares	Sole	2025-10-24
2025-06-30	$208,251	568	-0.7%	Shares	Sole	2025-07-31
2025-03-31	$209,632	572	0.0%	Shares	Sole	2025-05-09
2024-12-31	$222,502	572	+0.2%	Shares	Sole	2025-01-29
2024-09-30	$231,369	571	+11.5%	Shares	Sole	2024-10-18
2024-06-30	$176,250	512	+1.8%	Shares	Sole	2024-07-26
2024-03-31	$192,950	503	+19.2%	Shares	Sole	2024-05-03
2023-12-31	$146,244	422	+3.4%	Shares	Sole	2024-01-26
2023-09-30	$121,469	408	+5.4%	Shares	Sole	2023-10-20
2023-06-30	$118,354	387	+5.7%	Shares	Sole	2023-07-14
2023-03-31	$108,013	366	-7.6%	Shares	Sole	2023-05-05
2022-12-31	$109	396	0.0%	Shares	Sole	2023-01-30
2022-09-30	$109,272	396	-5.3%	Shares	Sole	2022-10-31
2022-06-30	$114,644	418	+7.7%	Shares	Sole	2022-08-11
2022-03-31	$116,140	388	+8.1%	Shares	Sole	2022-05-04
2021-12-31	$148,988	359	0.0%	Shares	Sole	2022-01-26
2021-09-30	$117,845	359	+7.5%	Shares	Sole	2021-11-01
2021-06-30	$106,509	334	-10.9%	Shares	Sole	2021-07-27
2021-03-31	$114,468	375	-39.1%	Shares	Sole	2021-05-06
2020-12-31	$163,621	616	+84.4%	Shares	Sole	2021-01-26
2020-09-30	$92,755	334	0.0%	Shares	Sole	2020-10-30
2020-06-30	$83,670	334	0.0%	Shares	Sole	2020-07-29
2020-03-31	$62,361	334	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.