Position in LOW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$206,036
-$5,943 QoQ
Shares Held
872
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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, 2026Cascade Financial Partners, LLC holds $993,146 across 1 Home Improvement Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
2,816 | $993,146 |
All Filings in LOW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,036 | 872 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $211,979 | 879 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $220,901 | 879 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $205,009 | 879 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $210,520 | 853 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $228,326 | 843 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||