Position in HD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$144,598
-$311,243 QoQ
Shares Held
410
-70.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,907
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $176,348 across 2 Home Improvement Retail names. HD ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
410 | $144,598 | |
| 2 | LOW |
Lowes Companies Inc
|
144 | $31,750 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,598 | 410 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $455,841 | 1,386 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $680,285 | 1,977 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $962,731 | 2,376 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $852,071 | 2,324 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $794,183 | 2,167 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $749,583 | 1,927 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $803,106 | 1,982 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $634,434 | 1,843 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $484,486 | 1,263 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $84,904 | 245 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||