Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$798,467
+$97,274 QoQ
Shares Held
2,264
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#2,581
of 4,083 holders
Holding Since
Dec 2022
15 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, 2026Talisman Wealth Advisors LLC holds $798,467 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,264 | $798,467 |
All Filings in HD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,467 | 2,264 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $701,193 | 2,132 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $794,526 | 2,309 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $946,118 | 2,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $845,105 | 2,305 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $855,021 | 2,333 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $938,243 | 2,412 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $991,119 | 2,446 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $844,076 | 2,452 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $914,886 | 2,385 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $816,471 | 2,356 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $680,464 | 2,252 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $699,871 | 2,253 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $661,363 | 2,241 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $542,015 | 1,716 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||