Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$596,029
+$69,477 QoQ
Shares Held
1,690
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,851
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026Crown Wealth Group, LLC holds $853,561 across 2 Home Improvement Retail names. HD ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,690 | $596,029 | |
| 2 | LOW |
Lowes Companies Inc
|
1,168 | $257,532 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,029 | 1,690 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $526,552 | 1,601 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $447,330 | 1,300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $609,405 | 1,504 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $426,035 | 1,162 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $434,290 | 1,185 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $436,446 | 1,122 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $445,314 | 1,099 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $391,745 | 1,138 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $428,097 | 1,116 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $272,734 | 787 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||