Three Magnolias Financial Advisors, LLC
Position in HD — Home Depot, Inc.
CIK 2056795
WINSTON-SALEM, NC
Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$365,376
+$24,975 QoQ
Shares Held
1,036
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#3,317
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, 2026Three Magnolias Financial Advisors, LLC holds $1,153,186 across 2 Home Improvement Retail names. HD ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
3,573 | $787,810 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,036 | $365,376 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,376 | 1,036 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $340,401 | 1,035 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $375,757 | 1,092 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $442,062 | 1,091 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $400,004 | 1,091 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $399,474 | 1,090 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $312,747 | 804 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||