Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$698,659
-$3,432,857 QoQ
Shares Held
1,981
-84.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,696
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $1,367,625 across 2 Home Improvement Retail names. HD ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,981 | $698,659 | |
| 2 | LOW |
Lowes Companies Inc
|
3,034 | $668,966 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,659 | 1,981 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,131,516 | 12,562 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,192,858 | 12,185 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,005,717 | 12,354 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,178,596 | 11,397 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,815,160 | 10,410 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,934,244 | 10,114 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||