Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$113,562
-$891 QoQ
Shares Held
322
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,925
of 4,079 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $403,506 across 2 Home Improvement Retail names. HD ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,315 | $289,944 | |
| 2 | HD |
Home Depot, Inc.
This page
|
322 | $113,562 |
All Filings in HD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,562 | 322 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $114,453 | 348 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||