Naviter Wealth, LLC

Position in HD — Home Depot, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in HD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,863,256

+$566,792 QoQ

Shares Held

10,954

+9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,320

of 4,083 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Consumer Cyclical · as of Jun 30, 2026

Naviter Wealth, LLC holds $4,069,414 across 2 Home Improvement Retail names. HD ranks #1 (94.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	10,954	$3,863,256
2	LOW	Lowes Companies Inc	935	$206,158

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,863,256	10,954	+9.3%	Shares	Sole	2026-08-07
2026-03-31	$3,296,464	10,023	+3.0%	Shares	Sole	2026-04-10
2025-12-31	$3,347,060	9,727	-16.6%	Shares	Sole	2026-01-21
2025-09-30	$4,726,541	11,665	+4.5%	Shares	Sole	2025-11-06
2025-06-30	$4,092,069	11,161	-0.8%	Shares	Sole	2025-07-28
2025-03-31	$4,123,378	11,251	+0.9%	Shares	Sole	2025-04-25
2024-12-31	$4,337,238	11,150	+39.3%	Shares	Sole	2025-02-07
2024-09-30	$3,243,220	8,004	-2.5%	Shares	Sole	2024-10-16
2024-06-30	$2,826,554	8,211	+6.4%	Shares	Sole	2024-08-02
2024-03-31	$2,961,392	7,720	+10.9%	Shares	Sole	2024-04-18
2023-12-31	$2,413,374	6,964	+28.8%	Shares	Sole	2024-02-05
2023-09-30	$1,633,174	5,405	+3.0%	Shares	Sole	2023-11-14
2023-06-30	$1,629,617	5,246	+28.1%	Shares	Sole	2023-07-20
2023-03-31	$1,208,811	4,096	-2.6%	Shares	Sole	2023-04-12
2022-12-31	$1,327,875	4,204	+10.9%	Shares	Sole	2023-01-31
2022-09-30	$1,046,364	3,792	+8.8%	Shares	Sole	2022-10-27
2022-06-30	$956,105	3,486	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.