Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$427,095
+$97,219 QoQ
Shares Held
1,211
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#3,166
of 4,079 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $482,658 across 2 Home Improvement Retail names. HD ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,211 | $427,095 | |
| 2 | LOW |
Lowes Companies Inc
|
252 | $55,563 |
All Filings in HD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,095 | 1,211 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $329,876 | 1,003 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $135,231 | 393 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $412,483 | 1,018 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $373,239 | 1,018 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $483,033 | 1,318 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $666,728 | 1,714 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,817,322 | 4,485 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $1,292,276 | 3,754 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,579,664 | 4,118 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,217,430 | 3,513 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,013,142 | 3,353 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||