Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$685,962
+$56,467 QoQ
Shares Held
1,945
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,718
of 4,086 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $869,816 across 3 Home Improvement Retail names. HD ranks #1 (78.9% of the industry book) .
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,962 | 1,945 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $629,495 | 1,914 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $656,198 | 1,907 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $794,172 | 1,960 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $715,314 | 1,951 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $692,666 | 1,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $734,802 | 1,889 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $707,074 | 1,745 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $617,566 | 1,794 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $673,600 | 1,756 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $376,006 | 1,085 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $322,102 | 1,066 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $318,405 | 1,025 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $296,890 | 1,006 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $408,406 | 1,293 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $234,549 | 850 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $232,855 | 849 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $254,131 | 849 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $364,378 | 878 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||