Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,491,131
+$43,687 QoQ
Shares Held
4,228
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#2,019
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026LifeSteps Financial, Inc. holds $1,533,244 across 2 Home Improvement Retail names. HD ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,228 | $1,491,131 | |
| 2 | LOW |
Lowes Companies Inc
|
191 | $42,113 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,491,131 | 4,228 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,447,444 | 4,401 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,555,676 | 4,521 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,894,668 | 4,676 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,779,670 | 4,854 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,786,272 | 4,874 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,841,867 | 4,735 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,927,941 | 4,758 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,652,352 | 4,800 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,879,256 | 4,899 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,707,105 | 4,926 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,407,461 | 4,658 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,446,029 | 4,655 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,343,681 | 4,553 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,569,824 | 4,970 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,245,869 | 4,515 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,155,499 | 4,213 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,329,923 | 4,443 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,853,019 | 4,465 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,523,782 | 4,642 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,496,869 | 4,694 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,326,616 | 4,346 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $945,607 | 3,560 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $970,041 | 3,493 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $823,676 | 3,288 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $534,924 | 2,865 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||