Position in LOW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,365,597
-$1,042,882 QoQ
Shares Held
51,547
-1.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#430
of 2,639 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Derivatives in LOW
reported options exposure · as of Jun 30, 2020CallValue
$1,351
CallShares
10
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Independent Advisor Alliance holds $47,824,596 across 2 Home Improvement Retail names. LOW ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
103,377 | $36,458,999 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
51,547 | $11,365,597 |
All Filings in LOW
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,365,597 | 51,547 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,408,479 | 52,516 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,515,901 | 60,192 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,161,066 | 56,349 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,852,738 | 53,422 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,291,310 | 56,988 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,660,626 | 55,351 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,562,520 | 53,766 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,782,263 | 53,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,172,852 | 51,713 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $12,583,421 | 56,542 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $11,426,419 | 54,977 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $11,344,584 | 50,264 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $10,626,604 | 53,141 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,925,125 | 54,834 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,701,700 | 51,657 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,943,103 | 51,200 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,411,199 | 56,438 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $13,473,269 | 52,125 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,055,061 | 44,637 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,286,870 | 37,567 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,285,001 | 43,564 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,002,408 | 43,626 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,931,620 | 41,792 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $6,138,366 | 45,429 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $1,351 | 10 | Call | Sole | 2020-08-06 | |
| 2020-03-31 | $3,930,333 | 45,675 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||