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Moneywise, Inc.

SEC CIK
0001703080
Latest filing
Jul 21, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Moneywise, Inc., 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)
654
Value
$230.7K
% of portfolio
0.1%
Quarters held
5
Since Q3 2024
Holdings of HD by Moneywise, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026654$230.7K0.1%00.0%UnchangedHolders
Q1 2026654$215.1K0.1%00.0%UnchangedHolders
Q4 2025654$225.0K0.1%00.0%UnchangedHolders
Q3 2025654$265.0K0.1%+654NewHolders
Q4 20240$00.0%−500−100.0%Sold outHolders
Q3 2024500$202.7K0.1%+500NewHolders