Heritage Family Offices, LLP
Family OfficePosition in HD — Home Depot, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,330,308
+$253,523 QoQ
Shares Held
3,772
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#2,111
of 4,083 holders
Holding Since
Jun 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, 2026Heritage Family Offices, LLP holds $2,171,036 across 2 Home Improvement Retail names. HD ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,772 | $1,330,308 | |
| 2 | LOW |
Lowes Companies Inc
|
3,813 | $840,728 |
All Filings in HD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,308 | 3,772 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,076,785 | 3,274 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $930,790 | 2,705 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,045,795 | 2,581 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $949,964 | 2,591 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $949,575 | 2,591 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,084,208 | 5,358 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,062,062 | 5,089 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,754,591 | 5,097 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||