Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$331,166
+$43,059 QoQ
Shares Held
939
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,417
of 4,098 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $420,692 across 3 Home Improvement Retail names. HD ranks #1 (78.7% of the industry book) .
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,166 | 939 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $288,107 | 876 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $284,226 | 826 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $531,609 | 1,312 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $413,203 | 1,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $430,259 | 1,174 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $408,828 | 1,051 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $423,839 | 1,046 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $367,648 | 1,068 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $400,094 | 1,043 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $399,225 | 1,152 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $340,534 | 1,127 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $222,418 | 716 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $379,032 | 1,200 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||