Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,123,285
+$189,054 QoQ
Shares Held
3,185
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#2,259
of 4,083 holders
Holding Since
Dec 2022
14 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, 2026Worth Financial Advisory Group, LLC holds $1,345,318 across 2 Home Improvement Retail names. HD ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,185 | $1,123,285 | |
| 2 | LOW |
Lowes Companies Inc
|
1,007 | $222,033 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,285 | 3,185 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $934,231 | 2,715 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,083,883 | 2,675 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $950,330 | 2,592 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $840,361 | 2,293 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,412,422 | 3,631 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,517,474 | 3,745 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,209,315 | 3,513 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,236,342 | 3,223 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,036,531 | 2,991 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $877,472 | 2,904 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $811,391 | 2,612 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $761,999 | 2,582 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $747,640 | 2,367 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||