Twelve Points Wealth Management LLC

Position in HD — Home Depot, Inc.

CIK 1877090 CONCORD, MA

Position in HD

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

Position Value

$207,728

-$34,992 QoQ

Shares Held

589

-20.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,826

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Consumer Cyclical · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $510,681 across 2 Home Improvement Retail names. HD ranks #2 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc	1,374	$302,953
2	HD	Home Depot, Inc. This page	589	$207,728

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,728	589	-20.2%	Shares	Sole	2026-08-07
2026-03-31	$242,720	738	+15.5%	Shares	Sole	2026-04-14
2025-12-31	$219,879	639	0.0%	Shares	Sole	2026-01-23
2025-09-30	$258,916	639	+8.5%	Shares	Sole	2025-10-22
2025-06-30	$215,950	589	-2.6%	Shares	Sole	2025-07-16
2025-03-31	$221,726	605	+6.3%	Shares	Sole	2025-04-30
2024-12-31	$221,335	569	-19.4%	Shares	Sole	2025-01-23
2024-09-30	$286,071	706	-15.9%	Shares	Sole	2024-10-16
2024-06-30	$288,817	839	+1.6%	Shares	Sole	2024-07-12
2024-03-31	$316,853	826	-3.7%	Shares	Sole	2024-04-15
2023-12-31	$297,339	858	+6.1%	Shares	Sole	2024-01-12
2023-09-30	$244,447	809	+0.6%	Shares	Sole	2023-10-18
2023-06-30	$249,754	804	-21.2%	Shares	Sole	2023-07-13
2023-03-31	$301,022	1,020	-2.2%	Shares	Sole	2023-04-18
2022-12-31	$329,441	1,043	+26.1%	Shares	Sole	2023-01-17
2022-09-30	$228,202	827	-0.6%	Shares	Sole	2022-10-20
2022-06-30	$228,192	832	+2.8%	Shares	Sole	2022-07-18
2022-03-31	$242,157	809	+46.0%	Shares	Sole	2022-05-11
2021-12-31	$229,915	554	—	Shares	Sole	2022-03-18
No filing history on record for this holder in this stock.