Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$993,146
+$42,326 QoQ
Shares Held
2,816
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,375
of 4,083 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $993,146 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,816 | $993,146 |
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,146 | 2,816 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $950,820 | 2,891 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,037,805 | 3,016 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,254,468 | 3,096 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,146,116 | 3,126 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,193,657 | 3,257 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,229,986 | 3,162 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,284,889 | 3,171 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,081,257 | 3,141 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,204,887 | 3,141 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||