Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$284,965
+$37,969 QoQ
Shares Held
808
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#3,549
of 4,083 holders
Holding Since
Sep 2024
8 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, 2026Intergy Private Wealth, LLC holds $595,194 across 2 Home Improvement Retail names. HD ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,407 | $310,229 | |
| 2 | HD |
Home Depot, Inc.
This page
|
808 | $284,965 |
All Filings in HD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,965 | 808 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $246,996 | 751 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $234,676 | 682 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $282,012 | 696 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $242,349 | 661 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $238,218 | 650 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $257,511 | 662 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $252,034 | 622 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||