Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$819,628
+$65,155 QoQ
Shares Held
2,324
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#2,553
of 4,083 holders
Holding Since
Dec 2020
23 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, 2026Opal Wealth Advisors, LLC holds $1,437,220 across 2 Home Improvement Retail names. HD ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,324 | $819,628 | |
| 2 | LOW |
Lowes Companies Inc
|
2,801 | $617,592 |
All Filings in HD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,628 | 2,324 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $754,473 | 2,294 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $778,354 | 2,262 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $918,160 | 2,266 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $852,071 | 2,324 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $808,843 | 2,207 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $844,886 | 2,172 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $909,674 | 2,245 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $794,850 | 2,309 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,023,061 | 2,667 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,023,708 | 2,954 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $970,840 | 3,213 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $921,047 | 2,965 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $373,621 | 1,266 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $369,240 | 1,169 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $321,746 | 1,166 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $317,878 | 1,159 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $290,350 | 970 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $649,075 | 1,564 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $494,359 | 1,506 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,125,043 | 3,528 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $492,673 | 1,614 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $396,039 | 1,491 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||