Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$92,049
+$6,538 QoQ
Shares Held
261
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,952
of 4,083 holders
Holding Since
Dec 2024
5 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, 2026Financial Life Planners holds $108,806 across 2 Home Improvement Retail names. HD ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
261 | $92,049 | |
| 2 | LOW |
Lowes Companies Inc
|
76 | $16,757 |
All Filings in HD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,049 | 261 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $85,511 | 260 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $103,728 | 256 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $115,810 | 316 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $126,421 | 325 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||