Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$286,376
+$120,616 QoQ
Shares Held
812
+61.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,542
of 4,086 holders
Holding Since
Dec 2024
7 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, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $456,153 across 2 Home Improvement Retail names. HD ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
812 | $286,376 | |
| 2 | LOW |
Lowes Companies Inc
|
770 | $169,777 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,376 | 812 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $165,760 | 504 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $279,409 | 812 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $204,215 | 504 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $184,786 | 504 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $166,386 | 454 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $273,848 | 704 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||