Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,766,221
+$76,385 QoQ
Shares Held
5,008
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,883
of 4,086 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, 2026WEALTH ALLIANCE, LLC holds $3,183,751 across 2 Home Improvement Retail names. HD ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,008 | $1,766,221 | |
| 2 | LOW |
Lowes Companies Inc
|
6,429 | $1,417,530 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,221 | 5,008 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,689,836 | 5,138 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,768,674 | 5,140 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,427,088 | 5,990 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,141,544 | 5,841 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,186,479 | 5,966 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $2,279,092 | 5,859 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,317,338 | 5,719 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $2,118,452 | 6,154 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,438,928 | 6,358 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,188,116 | 6,314 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,878,226 | 6,216 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,094,334 | 6,742 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,854,238 | 6,283 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,607,726 | 5,090 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,304,368 | 4,727 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,250,670 | 4,560 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $1,315,554 | 4,395 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,456,028 | 5,918 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,902,922 | 5,797 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,877,943 | 5,889 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,858,361 | 6,088 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,389,988 | 5,233 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,108,062 | 3,990 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $940,665 | 3,755 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $585,149 | 3,134 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||