Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$360,438
+$12,473 QoQ
Shares Held
1,022
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#3,334
of 4,083 holders
Holding Since
Sep 2025
4 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, 2026Discipline Wealth Solutions, LLC holds $989,716 across 2 Home Improvement Retail names. HD ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
2,854 | $629,278 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,022 | $360,438 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,438 | 1,022 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $347,965 | 1,058 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $251,193 | 730 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $259,321 | 640 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||