Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$742,038
-$11,120 QoQ
Shares Held
2,104
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#2,644
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, 2026Aspen Wealth Strategies, LLC holds $1,041,022 across 2 Home Improvement Retail names. HD ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,104 | $742,038 | |
| 2 | LOW |
Lowes Companies Inc
|
1,356 | $298,984 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,038 | 2,104 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $753,158 | 2,290 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $760,461 | 2,210 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $920,186 | 2,271 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $815,774 | 2,225 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $851,356 | 2,323 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $908,291 | 2,335 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $924,261 | 2,281 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $773,507 | 2,247 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $881,129 | 2,297 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $951,626 | 2,746 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $822,781 | 2,723 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $844,319 | 2,718 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $810,399 | 2,746 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $862,613 | 2,731 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||