Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$329,755
+$66,315 QoQ
Shares Held
935
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,408
of 4,083 holders
Holding Since
Dec 2020
23 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, 2026High Note Wealth, LLC holds $480,349 across 2 Home Improvement Retail names. HD ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
935 | $329,755 | |
| 2 | LOW |
Lowes Companies Inc
|
683 | $150,594 |
All Filings in HD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,755 | 935 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $263,440 | 801 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $291,796 | 848 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $343,601 | 848 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $324,843 | 886 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $329,841 | 900 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $350,091 | 900 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,282,930 | 8,102 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,795,228 | 8,120 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,167,768 | 8,258 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,875,325 | 8,297 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,490,704 | 8,243 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,537,618 | 8,169 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,489,337 | 8,435 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,668,385 | 8,448 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,346,593 | 8,504 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,285,491 | 8,333 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,399,129 | 8,015 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,640,467 | 8,772 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,879,168 | 8,771 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,533,899 | 7,946 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,410,254 | 7,896 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,958,947 | 7,375 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||