Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,286,223
+$58,806 QoQ
Shares Held
3,647
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,138
of 4,083 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,286,223 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,647 | $1,286,223 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,223 | 3,647 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,227,417 | 3,732 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,300,698 | 3,780 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,429,915 | 3,529 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||