Lifeworks Advisors, LLC

Position in HD — Home Depot, Inc.

CIK 1882132 GRAND RAPIDS, MI

Position in HD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,228,031

+$141,379 QoQ

Shares Held

3,482

+5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,175

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $1,663,057 across 2 Home Improvement Retail names. HD ranks #1 (73.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	3,482	$1,228,031
2	LOW	Lowes Companies Inc	1,973	$435,026

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,228,031	3,482	+5.4%	Shares	Sole	2026-08-14
2026-03-31	$1,086,652	3,304	-0.9%	Shares	Sole	2026-05-04
2025-12-31	$1,146,885	3,333	-4.6%	Shares	Sole	2026-02-13
2025-09-30	$1,415,733	3,494	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,281,406	3,495	-1.1%	Shares	Sole	2025-08-05
2025-03-31	$1,295,542	3,535	-2.4%	Shares	Sole	2025-05-06
2024-12-31	$1,408,921	3,622	-10.5%	Shares	Sole	2025-02-07
2024-09-30	$1,640,654	4,049	+9.0%	Shares	Sole	2024-11-06
2024-06-30	$1,279,195	3,716	+0.3%	Shares	Sole	2024-08-13
2024-03-31	$1,421,621	3,706	-5.2%	Shares	Sole	2024-05-10
2023-12-31	$1,355,010	3,910	-6.1%	Shares	Sole	2024-02-12
2023-09-30	$1,257,589	4,162	-6.7%	Shares	Sole	2023-11-01
2023-06-30	$1,386,386	4,463	+8.8%	Shares	Sole	2023-08-02
2023-03-31	$1,210,287	4,101	+18.3%	Shares	Sole	2023-05-15
2022-12-31	$1,095,402	3,468	-16.6%	Shares	Sole	2023-02-14
2022-09-30	$1,147,082	4,157	+41.3%	Shares	Sole	2022-11-14
2022-06-30	$806,902	2,942	+10.7%	Shares	Sole	2022-08-12
2022-03-31	$795,619	2,658	-9.1%	Shares	Sole	2022-05-16
2021-12-31	$1,213,074	2,923	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.