Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,823,908
+$108,265 QoQ
Shares Held
8,007
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,524
of 4,083 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026JPL Wealth Management, LLC holds $2,897,117 across 3 Home Improvement Retail names. HD ranks #1 (97.5% of the industry book) .
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,823,908 | 8,007 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,715,643 | 8,257 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,763,811 | 8,032 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,515,022 | 8,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,066,943 | 8,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,014,746 | 8,226 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,193,218 | 8,209 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,168,712 | 6,300 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,313,108 | 6,030 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,863,052 | 5,376 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||