Position in LOW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,199,245
-$62,253 QoQ
Shares Held
5,439
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#1,222
of 2,642 holders
Holding Since
Sep 2020
24 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, 2026Heartwood Wealth Advisors LLC holds $3,524,464 across 2 Home Improvement Retail names. LOW ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
6,593 | $2,325,219 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
5,439 | $1,199,245 |
All Filings in LOW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199,245 | 5,439 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,261,498 | 5,339 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,216,652 | 5,045 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,274,644 | 5,072 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,119,334 | 5,045 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,122,535 | 4,813 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,192,537 | 4,832 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,307,392 | 4,827 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,064,160 | 4,827 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $825,325 | 3,240 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $726,180 | 3,263 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $678,181 | 3,263 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $723,594 | 3,206 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $618,107 | 3,091 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $640,955 | 3,217 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $415,247 | 2,211 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $387,942 | 2,221 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $449,063 | 2,221 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $574,084 | 2,221 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $450,552 | 2,221 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $428,867 | 2,211 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $420,487 | 2,211 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $342,046 | 2,131 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $357,594 | 2,156 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||