Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$547,006
-$1,582 QoQ
Shares Held
1,551
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#2,925
of 4,079 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026INVENIO WEALTH PARTNERS LLC holds $779,181 across 2 Home Improvement Retail names. HD ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,551 | $547,006 | |
| 2 | LOW |
Lowes Companies Inc
|
1,053 | $232,175 |
All Filings in HD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,006 | 1,551 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $548,588 | 1,668 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $694,393 | 2,018 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $894,659 | 2,208 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $771,777 | 2,105 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $639,158 | 1,744 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $660,116 | 1,697 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $675,468 | 1,667 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $579,011 | 1,682 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $636,008 | 1,658 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $581,857 | 1,679 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $457,168 | 1,513 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $442,662 | 1,425 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||