Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$296,251
+$7,815 QoQ
Shares Held
840
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,502
of 4,083 holders
Holding Since
Mar 2023
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, 2026ELEVATION WEALTH PARTNERS, LLC holds $362,270 across 3 Home Improvement Retail names. HD ranks #1 (81.8% of the industry book) .
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,251 | 840 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $288,436 | 877 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $295,237 | 858 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $358,593 | 885 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $311,277 | 849 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $311,150 | 849 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $348,924 | 897 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $358,602 | 885 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $304,652 | 885 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $339,486 | 885 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $296,646 | 856 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $142,317 | 471 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $146,311 | 471 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $139,001 | 471 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||