Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$64,540
+$4,354 QoQ
Shares Held
183
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,982
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, 2026Tanglewood Legacy Advisors, LLC holds $97,613 across 2 Home Improvement Retail names. HD ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
183 | $64,540 | |
| 2 | LOW |
Lowes Companies Inc
|
150 | $33,073 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,540 | 183 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $60,186 | 183 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $63,658 | 185 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $74,960 | 185 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $68,195 | 186 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $75,863 | 207 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $121,364 | 312 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $126,017 | 311 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $108,779 | 316 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $120,834 | 315 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $109,163 | 315 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $97,899 | 324 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $101,889 | 328 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $111,260 | 377 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $121,921 | 386 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||