Position in HD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,053,455
+$52,314 QoQ
Shares Held
2,987
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2,317
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, 2026Wealth Dimensions Group, Ltd. holds $1,581,087 across 2 Home Improvement Retail names. HD ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,987 | $1,053,455 | |
| 2 | LOW |
Lowes Companies Inc
|
2,393 | $527,632 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,455 | 2,987 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,001,141 | 3,044 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,033,332 | 3,003 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,287,288 | 3,177 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,155,282 | 3,151 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,154,443 | 3,150 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,113,678 | 2,863 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $945,736 | 2,334 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $814,127 | 2,365 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $950,560 | 2,478 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $845,928 | 2,441 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $736,061 | 2,436 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $732,489 | 2,358 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $683,202 | 2,315 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $987,378 | 3,126 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $886,871 | 3,214 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $914,690 | 3,335 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,006,946 | 3,364 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,369,948 | 3,301 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,064,218 | 3,242 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $868,975 | 2,725 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $908,118 | 2,975 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $783,579 | 2,950 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||