Position in LOW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$205,717
New position
Shares Held
933
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,319
of 2,642 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, 2026Summit Wealth Partners, LLC holds $2,071,746 across 2 Home Improvement Retail names. LOW ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
5,291 | $1,866,029 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
933 | $205,717 |
All Filings in LOW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,717 | 933 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||