Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,700
-$54,473 QoQ
Shares Held
19
-89.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,067
of 4,083 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, 2026Whipplewood Advisors, LLC holds $34,261 across 2 Home Improvement Retail names. HD ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
125 | $27,561 | |
| 2 | HD |
Home Depot, Inc.
This page
|
19 | $6,700 |
All Filings in HD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,700 | 19 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $61,173 | 186 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $37,162 | 108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,519 | 100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $88,359 | 241 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $50,574 | 258 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $92,577 | 238 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||