Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$331,871
-$53,259 QoQ
Shares Held
941
-19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,400
of 4,083 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $595,169 across 3 Home Improvement Retail names. HD ranks #1 (55.8% of the industry book) .
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,871 | 941 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $385,130 | 1,171 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $284,914 | 828 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $336,307 | 830 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $304,311 | 830 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $318,113 | 868 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $329,474 | 847 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $341,583 | 843 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $298,800 | 868 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $344,856 | 899 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $311,548 | 899 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $271,641 | 899 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $284,546 | 916 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $290,693 | 985 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $306,700 | 971 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $248,346 | 900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $263,847 | 962 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $274,784 | 918 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $432,440 | 1,042 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $341,718 | 1,041 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $293,697 | 921 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $280,219 | 918 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $226,308 | 852 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||