Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,469,914
+$994,883 QoQ
Shares Held
18,345
+10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#987
of 4,083 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $8,529,255 across 3 Home Improvement Retail names. HD ranks #1 (75.9% of the industry book) .
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,469,914 | 18,345 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,475,031 | 16,647 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,167,693 | 15,018 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,715,610 | 14,106 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,469,017 | 23,099 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,587,721 | 12,518 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,535,343 | 3,947 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,794,698 | 9,365 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $17,312,173 | 50,291 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $18,362,164 | 47,868 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $753,053 | 2,173 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||