Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$524,435
+$35,376 QoQ
Shares Held
1,487
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,957
of 4,079 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, 2026Fourth Dimension Wealth, LLC holds $620,789 across 2 Home Improvement Retail names. HD ranks #1 (84.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,487 | $524,435 | |
| 2 | LOW |
Lowes Companies Inc
|
437 | $96,354 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,435 | 1,487 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $489,059 | 1,487 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $518,558 | 1,507 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $610,621 | 1,507 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $552,526 | 1,507 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $552,300 | 1,507 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $586,207 | 1,507 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||