Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$512,796
-$1,771,016 QoQ
Shares Held
1,454
-79.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,974
of 4,083 holders
Holding Since
Sep 2024
7 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $3,877,252 across 2 Home Improvement Retail names. HD ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
15,259 | $3,364,456 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,454 | $512,796 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,796 | 1,454 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,283,812 | 6,944 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $296,614 | 862 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $346,032 | 854 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $280,112 | 764 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $206,164 | 530 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $214,756 | 530 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||