Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$730,047
-$54,026 QoQ
Shares Held
2,070
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,658
of 4,083 holders
Holding Since
Dec 2022
15 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, 2026Etesian Wealth Advisors, Inc. holds $999,706 across 2 Home Improvement Retail names. HD ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,070 | $730,047 | |
| 2 | LOW |
Lowes Companies Inc
|
1,223 | $269,659 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,047 | 2,070 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $784,073 | 2,384 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $851,303 | 2,474 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,049,442 | 2,590 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,032,824 | 2,817 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,104,600 | 3,014 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,179,417 | 3,032 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,237,480 | 3,054 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,043,391 | 3,031 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,146,580 | 2,989 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,045,194 | 3,016 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $914,940 | 3,028 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,038,469 | 3,343 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $959,730 | 3,252 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $994,011 | 3,147 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||