Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,167,370
+$9,349 QoQ
Shares Held
3,310
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,224
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, 2026Sovereign Financial Group, Inc. holds $1,723,225 across 2 Home Improvement Retail names. HD ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,310 | $1,167,370 | |
| 2 | LOW |
Lowes Companies Inc
|
2,521 | $555,855 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,370 | 3,310 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,158,021 | 3,521 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,216,049 | 3,534 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,376,025 | 3,396 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,244,376 | 3,394 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,242,034 | 3,389 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,363,020 | 3,504 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,414,148 | 3,490 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,204,840 | 3,500 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,221,766 | 3,185 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,041,729 | 3,006 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $854,810 | 2,829 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,334,820 | 4,297 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,161,592 | 3,936 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,241,329 | 3,930 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,008,008 | 3,653 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $993,131 | 3,621 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,096,146 | 3,662 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $984,403 | 2,372 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $586,272 | 1,786 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $700,282 | 2,196 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $670,329 | 2,196 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $423,132 | 1,593 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||