Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,975,713
+$634,500 QoQ
Shares Held
5,602
+37.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,803
of 4,083 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $2,603,227 across 2 Home Improvement Retail names. HD ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,602 | $1,975,713 | |
| 2 | LOW |
Lowes Companies Inc
|
2,846 | $627,514 |
All Filings in HD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,975,713 | 5,602 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,341,213 | 4,078 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,384,658 | 4,024 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,368,326 | 3,377 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,012,293 | 2,761 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $882,507 | 2,408 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $934,353 | 2,402 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $508,098 | 1,476 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $431,166 | 1,124 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||