Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$98,397
+$6,637 QoQ
Shares Held
279
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,944
of 4,083 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $134,336 across 2 Home Improvement Retail names. HD ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
279 | $98,397 | |
| 2 | LOW |
Lowes Companies Inc
|
163 | $35,939 |
All Filings in HD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,397 | 279 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $91,760 | 279 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $161,038 | 468 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $185,171 | 457 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||