Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$11,709,328
+$1,219,053 QoQ
Shares Held
33,201
+4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#724
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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $16,966,493 across 3 Home Improvement Retail names. HD ranks #1 (69.0% of the industry book) .
All Filings in HD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,709,328 | 33,201 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,490,275 | 31,896 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,452,608 | 15,846 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,299,488 | 15,547 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,488,600 | 14,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,861,489 | 13,265 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,672,345 | 17,153 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,022,048 | 12,394 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,657,911 | 13,531 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||