Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$327,287
+$52,335 QoQ
Shares Held
928
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#3,407
of 4,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Broadway Wealth Solutions, Inc. holds $678,748 across 2 Home Improvement Retail names. HD ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,594 | $351,461 | |
| 2 | HD |
Home Depot, Inc.
This page
|
928 | $327,287 |
All Filings in HD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,287 | 928 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $274,952 | 836 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $268,398 | 780 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $306,323 | 756 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $311,644 | 850 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $317,380 | 866 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $388,990 | 1,000 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||