Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$57,134
+$3,854 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,992
of 4,083 holders
Holding Since
Mar 2023
9 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, 2026West Financial Advisors, LLC holds $94,617 across 2 Home Improvement Retail names. HD ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
162 | $57,134 | |
| 2 | LOW |
Lowes Companies Inc
|
170 | $37,483 |
All Filings in HD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,134 | 162 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $53,280 | 162 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $55,744 | 162 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $65,640 | 162 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $59,395 | 162 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $68,167 | 186 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $72,352 | 186 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,724 | 24 | Shares | Sole | 2024-10-08 | |
| 2023-03-31 | $41,611 | 141 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||