Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$673,266
+$51,664 QoQ
Shares Held
1,909
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#2,741
of 4,083 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026WILLNER & HELLER, LLC holds $1,028,916 across 2 Home Improvement Retail names. HD ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,909 | $673,266 | |
| 2 | LOW |
Lowes Companies Inc
|
1,613 | $355,650 |
All Filings in HD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,266 | 1,909 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $621,602 | 1,890 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $619,380 | 1,800 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $585,094 | 1,444 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $526,495 | 1,436 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $522,981 | 1,427 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $560,145 | 1,440 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $580,246 | 1,432 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $476,428 | 1,384 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $527,450 | 1,375 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $467,149 | 1,348 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 | $367,345 | 1,163 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $319,262 | 1,157 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $294,565 | 1,074 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $299,629 | 1,001 | Shares | Sole | 2022-07-05 | |
| 2021-12-31 | $413,764 | 997 | Shares | Sole | 2022-06-06 | |
| No filing history on record for this holder in this stock. | ||||||