Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$352
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4,083
of 4,083 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Montgomery Financial Services LLC holds $72,011 across 2 Home Improvement Retail names. HD ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
325 | $71,659 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1 | $352 |
All Filings in HD
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352 | 1 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||