Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,004,785
+$50,347 QoQ
Shares Held
2,849
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,366
of 4,086 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $1,479,499 across 2 Home Improvement Retail names. HD ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,849 | $1,004,785 | |
| 2 | LOW |
Lowes Companies Inc
|
2,153 | $474,714 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,785 | 2,849 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $954,438 | 2,902 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $967,609 | 2,812 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $2,976,120 | 7,345 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,310,738 | 3,575 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $1,345,751 | 3,672 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,481,662 | 3,809 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,183,589 | 2,921 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $1,024,114 | 2,975 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $1,156,554 | 3,015 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $1,022,669 | 2,951 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $875,961 | 2,899 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $954,596 | 3,073 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $906,903 | 3,073 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||