Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,988,409
+$114,395 QoQ
Shares Held
5,638
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,799
of 4,083 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026MBL Wealth, LLC holds $2,967,825 across 2 Home Improvement Retail names. HD ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,638 | $1,988,409 | |
| 2 | LOW |
Lowes Companies Inc
|
4,442 | $979,416 |
All Filings in HD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,988,409 | 5,638 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,874,014 | 5,698 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,950,702 | 5,669 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,129,677 | 5,256 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,901,027 | 5,185 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,014,961 | 5,498 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $2,031,305 | 5,222 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $2,172,682 | 5,362 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $1,829,291 | 5,314 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,120,924 | 5,529 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,938,600 | 5,594 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,643,749 | 5,440 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,631,170 | 5,251 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,611,649 | 5,461 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,775,448 | 5,621 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,526,775 | 5,533 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $1,449,790 | 5,286 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $1,606,503 | 5,367 | Shares | Defined | 2022-05-02 | |
| 2021-03-31 | $1,666,665 | 5,460 | Shares | Defined | 2021-05-27 | |
| 2020-12-31 | $1,322,256 | 4,978 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||