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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

HD holding history

Home Depot, Inc. in every 13F filed by West 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)
162
Value
$57.1K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2023
Holdings of HD by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026162$57.1K<0.1%00.0%UnchangedHolders
Q1 2026162$53.3K<0.1%00.0%UnchangedHolders
Q4 2025162$55.7K<0.1%00.0%UnchangedHolders
Q3 2025162$65.6K<0.1%00.0%UnchangedHolders
Q2 2025162$59.4K<0.1%−24−12.9%ReducedHolders
Q1 2025186$68.2K<0.1%00.0%UnchangedHolders
Q4 2024186$72.4K<0.1%+162+675.0%AddedHolders
Q3 202424$9.72K<0.1%+24NewHolders
Q2 20230$00.0%−141−100.0%Sold outHolders
Q1 2023141$41.6K<0.1%+141NewHolders