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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

HD holding history

Home Depot, Inc. in every 13F filed by CWS Financial Advisors, 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)
3,207
Value
$1.13M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of HD by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,207$1.13M0.3%−77−2.3%ReducedHolders
Q1 20263,284$1.08M0.3%−179−5.2%ReducedHolders
Q4 20253,463$1.19M0.3%+352+11.3%AddedHolders
Q3 20253,111$1.26M0.3%+184+6.3%AddedHolders
Q2 20252,927$1.07M0.3%−1,489−33.7%ReducedHolders
Q1 20254,416$1.62M0.5%+1,826+70.5%AddedHolders
Q4 20242,590$1.01M0.3%+306+13.4%AddedHolders
Q3 20242,284$925.4K0.3%+85+3.9%AddedHolders
Q2 20242,199$757.0K0.3%+16+0.7%AddedHolders
Q1 20242,183$837.4K0.3%−3,297−60.2%ReducedHolders
Q4 20235,480$1.90M0.7%−2,265−29.2%ReducedHolders
Q3 20237,745$2.34M0.9%−73−0.9%ReducedHolders
Q2 20237,818$2.43M0.9%−116−1.5%ReducedHolders
Q1 20237,934$2.34M0.9%+2,835+55.6%AddedHolders
Q4 20225,099$1.56M0.7%+84+1.7%AddedHolders
Q3 20225,015$1.38M0.7%+7+0.1%AddedHolders
Q2 20225,008$1.37M0.6%−204−3.9%ReducedHolders
Q1 20225,212$1.56M0.6%−1,084−17.2%ReducedHolders
Q4 20216,296$2.61M0.9%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20215,154$1.64M0.7%+55+1.1%AddedHolders
Q1 20215,099$1.56M0.7%––Holders

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