Heartwood Wealth Advisors LLC

Position in HD — Home Depot, Inc.

CIK 1794935 RICHMOND, VA

Position in HD

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,325,219

+$298,928 QoQ

Shares Held

6,593

+7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.32%

of 13F equity value

Holder Rank

#1,652

of 4,083 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Consumer Cyclical · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $3,524,464 across 2 Home Improvement Retail names. HD ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	6,593	$2,325,219
2	LOW	Lowes Companies Inc	5,439	$1,199,245

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,325,219	6,593	+7.0%	Shares	Sole	2026-07-17
2026-03-31	$2,026,291	6,161	+111.0%	Shares	Sole	2026-04-07
2025-12-31	$1,004,772	2,920	+8.3%	Shares	Sole	2026-01-12
2025-09-30	$1,092,392	2,696	0.0%	Shares	Sole	2025-10-06
2025-06-30	$988,461	2,696	+8.0%	Shares	Sole	2025-07-08
2025-03-31	$914,759	2,496	-2.4%	Shares	Sole	2025-04-21
2024-12-31	$994,647	2,557	+0.8%	Shares	Sole	2025-01-10
2024-09-30	$1,027,992	2,537	-0.6%	Shares	Sole	2024-10-07
2024-06-30	$878,500	2,552	-0.6%	Shares	Sole	2024-07-09
2024-03-31	$985,084	2,568	0.0%	Shares	Sole	2024-04-02
2023-12-31	$889,940	2,568	0.0%	Shares	Sole	2024-01-17
2023-09-30	$775,946	2,568	+24.2%	Shares	Sole	2023-10-17
2023-06-30	$642,403	2,068	+26.8%	Shares	Sole	2023-07-19
2023-03-31	$481,340	1,631	+3.9%	Shares	Sole	2023-04-14
2022-12-31	$495,900	1,570	-0.8%	Shares	Sole	2023-01-12
2022-09-30	$436,537	1,582	+4.1%	Shares	Sole	2022-10-25
2022-06-30	$416,616	1,519	-3.4%	Shares	Sole	2022-07-25
2022-03-31	$470,846	1,573	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.