Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$123,790
+$6,048 QoQ
Shares Held
351
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#3,921
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $137,739 across 3 Home Improvement Retail names. HD ranks #1 (89.9% of the industry book) .
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,790 | 351 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $117,742 | 358 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $125,940 | 366 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $122,772 | 303 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $112,558 | 307 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $113,611 | 310 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $171,544 | 441 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $173,830 | 429 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $146,990 | 427 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $154,590 | 403 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $130,995 | 378 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||