Position in LOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$551,445
-$74,224 QoQ
Shares Held
2,501
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,615
of 2,642 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $10,406,029 across 2 Home Improvement Retail names. LOW ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
27,942 | $9,854,584 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
2,501 | $551,445 |
All Filings in LOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,445 | 2,501 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $625,669 | 2,648 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $488,831 | 2,027 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $466,180 | 1,855 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $410,681 | 1,851 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $438,705 | 1,881 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $434,614 | 1,761 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $473,174 | 1,747 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $647,050 | 2,935 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $733,112 | 2,878 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $644,282 | 2,895 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $693,146 | 3,335 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $662,429 | 2,935 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $570,514 | 2,853 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $781,419 | 3,922 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $747,295 | 3,979 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,161,904 | 6,652 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,193,527 | 5,903 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,655,305 | 6,404 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,283,698 | 6,328 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,178,367 | 6,075 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,446,889 | 7,608 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,360,322 | 8,475 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,643,340 | 9,908 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,437,001 | 10,635 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $832,964 | 9,680 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||