Paragon Private Wealth Management, LLC

Position in HD — Home Depot, Inc.

CIK 1922684 LEXINGTON, KY

Position in HD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$816,101

-$1,189 QoQ

Shares Held

2,314

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,556

of 4,079 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Consumer Cyclical · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $2,114,786 across 2 Home Improvement Retail names. HD ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc	5,890	$1,298,685
2	HD	Home Depot, Inc. This page	2,314	$816,101

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$816,101	2,314	-6.9%	Shares	Sole	2026-07-28
2026-03-31	$817,290	2,485	-10.7%	Shares	Sole	2026-05-19
2025-12-31	$957,974	2,784	+6.8%	Shares	Sole	2026-02-11
2025-09-30	$1,056,330	2,607	+19.5%	Shares	Sole	2025-11-03
2025-06-30	$799,641	2,181	-1.8%	Shares	Defined	2025-08-14
2025-03-31	$814,339	2,222	+4.0%	Shares	Sole	2025-05-15
2024-12-31	$831,271	2,137	+7.7%	Shares	Sole	2025-02-07
2024-09-30	$803,916	1,984	+73.9%	Shares	Sole	2024-11-07
2024-06-30	$392,777	1,141	-18.3%	Shares	Sole	2024-08-12
2024-03-31	$535,505	1,396	+1.4%	Shares	Sole	2024-05-13
2023-12-31	$477,199	1,377	+10.2%	Shares	Sole	2024-02-09
2023-09-30	$377,700	1,250	-3.8%	Shares	Sole	2023-11-13
2023-06-30	$403,832	1,300	-2.9%	Shares	Sole	2023-08-03
2023-03-31	$395,165	1,339	0.0%	Shares	Sole	2023-04-17
2022-12-31	$422,936	1,339	0.0%	Shares	Sole	2023-02-13
2022-09-30	$369,483	1,339	0.0%	Shares	Sole	2022-11-02
2022-06-30	$367,247	1,339	0.0%	Shares	Sole	2022-07-18
2022-03-31	$400,802	1,339	0.0%	Shares	Sole	2022-06-13
2021-12-31	$555,698	1,339	—	Shares	Sole	2022-06-08
No filing history on record for this holder in this stock.