Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$641,877
+$511,308 QoQ
Shares Held
1,820
+358.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#2,778
of 4,083 holders
Holding Since
Mar 2020
23 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, 2026Lloyd Advisory Services, LLC. holds $672,084 across 2 Home Improvement Retail names. HD ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,820 | $641,877 | |
| 2 | LOW |
Lowes Companies Inc
|
137 | $30,207 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,877 | 1,820 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $130,569 | 397 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $684,759 | 1,990 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,113,056 | 2,747 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $997,627 | 2,721 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $970,099 | 2,647 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $984,144 | 2,530 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,023,940 | 2,527 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $851,994 | 2,475 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,343,796 | 6,110 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,137,723 | 3,283 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,049,853 | 6,784 | Shares | Other | 2023-11-13 | |
| 2022-12-31 | $516,746 | 1,636 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $445,643 | 1,615 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $646,454 | 2,357 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $426,245 | 1,424 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $556,113 | 1,340 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $439,540 | 1,339 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $426,355 | 1,337 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $504,273 | 1,652 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $436,413 | 1,643 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $41,101 | 148 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $36,968 | 198 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||