Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$245,112
+$44,161 QoQ
Shares Held
695
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#3,691
of 4,083 holders
Holding Since
Sep 2025
4 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, 2026A4 Wealth Advisors LLC holds $513,448 across 2 Home Improvement Retail names. HD ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,217 | $268,336 | |
| 2 | HD |
Home Depot, Inc.
This page
|
695 | $245,112 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,112 | 695 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $200,951 | 611 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $241,902 | 703 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $333,876 | 824 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||