Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$257,809
+$12,129 QoQ
Shares Held
731
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#3,645
of 4,083 holders
Holding Since
Dec 2022
15 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, 2026Mills Wealth Advisors LLC holds $714,884 across 2 Home Improvement Retail names. HD ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
2,073 | $457,075 | |
| 2 | HD |
Home Depot, Inc.
This page
|
731 | $257,809 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,809 | 731 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $245,680 | 747 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $257,042 | 747 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $302,676 | 747 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $273,880 | 747 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $267,904 | 731 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $286,685 | 737 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $273,510 | 675 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $232,362 | 675 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $279,644 | 729 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $252,634 | 729 | Shares | Sole | 2024-07-03 | |
| 2023-09-30 | $220,274 | 729 | Shares | Sole | 2024-07-03 | |
| 2023-06-30 | $219,622 | 707 | Shares | Sole | 2024-07-03 | |
| 2023-03-31 | $220,454 | 747 | Shares | Sole | 2024-07-03 | |
| 2022-12-31 | $234,683 | 743 | Shares | Sole | 2024-07-03 | |
| No filing history on record for this holder in this stock. | ||||||