Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$328,345
+$22,149 QoQ
Shares Held
931
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#3,409
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $339,589 across 2 Home Improvement Retail names. HD ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
931 | $328,345 | |
| 2 | LOW |
Lowes Companies Inc
|
51 | $11,244 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,345 | 931 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $306,196 | 931 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $342,379 | 995 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $415,724 | 1,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $364,806 | 995 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $364,657 | 995 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $388,990 | 1,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $401,958 | 992 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $211,707 | 615 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $254,710 | 664 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $215,554 | 622 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $194,288 | 643 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $199,741 | 643 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $217,503 | 737 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $216,995 | 687 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $173,566 | 629 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $86,120 | 314 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $94,588 | 316 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $119,522 | 288 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,886 | 88 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $28,062 | 88 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $26,862 | 88 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $33,733 | 127 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $37,768 | 136 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $37,827 | 151 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $28,193 | 151 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||