Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,081,316
+$63,402 QoQ
Shares Held
3,066
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#2,291
of 4,083 holders
Holding Since
Dec 2023
10 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, 2026Legacy Edge Advisors, LLC holds $1,450,416 across 2 Home Improvement Retail names. HD ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,066 | $1,081,316 | |
| 2 | LOW |
Lowes Companies Inc
|
1,674 | $369,100 |
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,316 | 3,066 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,017,914 | 3,095 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,082,882 | 3,147 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $1,153,449 | 3,146 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $1,133,187 | 3,092 | Shares | Sole | 2026-08-17 | |
| 2024-12-31 | $1,013,318 | 2,605 | Shares | Sole | 2026-08-17 | |
| 2024-09-30 | $1,175,485 | 2,901 | Shares | Sole | 2026-08-17 | |
| 2024-06-30 | $1,025,490 | 2,979 | Shares | Sole | 2026-08-17 | |
| 2024-03-31 | $1,024,595 | 2,671 | Shares | Sole | 2026-08-17 | |
| 2023-12-31 | $942,269 | 2,719 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||