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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

HD holding history

Home Depot, Inc. in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
4,787
Value
$1.69M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of HD by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,787$1.69M0.3%+182+4.0%AddedHolders
Q1 20264,605$1.51M0.3%+525+12.9%AddedHolders
Q4 20254,080$1.40M0.2%+582+16.6%AddedHolders
Q3 20253,498$1.42M0.2%−330−8.6%ReducedHolders
Q2 20253,828$1.40M0.2%−127−3.2%ReducedHolders
Q1 20253,955$1.45M0.2%−33−0.8%ReducedHolders
Q4 20243,988$1.55M0.2%−114−2.8%ReducedHolders
Q3 20244,102$1.66M0.2%+679+19.8%AddedHolders
Q2 20243,423$1.18M0.1%−119−3.4%ReducedHolders
Q1 20243,542$1.36M0.1%−195−5.2%ReducedHolders
Q4 20233,737$1.30M0.1%+420+12.7%AddedHolders
Q3 20233,317$1.00M0.1%+378+12.9%AddedHolders
Q2 20232,939$913.1K0.1%−446−13.2%ReducedHolders
Q1 20233,385$999.0K0.1%−527−13.5%ReducedHolders
Q4 20223,912$1.25M0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20224,100$1.23M0.1%−364−8.2%ReducedHolders
Q4 20214,464$1.64M0.1%+19+0.4%AddedHolders
Q3 20214,445$1.85M0.1%+85+1.9%AddedHolders
Q2 20214,360$1.47M0.1%+279+6.8%AddedHolders
Q1 20214,081$1.36M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.