Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,976,515
-$571,356 QoQ
Shares Held
16,946
-14.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,037
of 4,083 holders
Holding Since
Mar 2022
11 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, 2026WealthPlan Investment Management, LLC holds $7,213,684 across 2 Home Improvement Retail names. HD ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
16,946 | $5,976,515 | |
| 2 | LOW |
Lowes Companies Inc
|
5,611 | $1,237,169 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,976,515 | 16,946 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,547,871 | 19,909 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,632,618 | 13,463 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,334,695 | 3,294 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,148,683 | 3,133 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $211,395 | 610 | Shares | Sole | 2024-01-05 | |
| 2023-06-30 | $140,409 | 452 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $120,999 | 410 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,235,643 | 3,912 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,022,909 | 3,707 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $1,227,252 | 4,100 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||