Skip to main content

Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Naviter Wealth, 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)
10,954
Value
$3.86M
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of HD by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,954$3.86M0.4%+931+9.3%AddedHolders
Q1 202610,023$3.30M0.4%+296+3.0%AddedHolders
Q4 20259,727$3.35M0.4%−1,938−16.6%ReducedHolders
Q3 202511,665$4.73M0.6%+504+4.5%AddedHolders
Q2 202511,161$4.09M0.5%−90−0.8%ReducedHolders
Q1 202511,251$4.03M0.5%+101+0.9%AddedHolders
Q4 202411,150$4.34M0.5%+3,146+39.3%AddedHolders
Q3 20248,004$3.24M0.5%−207−2.5%ReducedHolders
Q2 20248,211$2.83M0.4%+491+6.4%AddedHolders
Q1 20247,720$2.96M0.5%+756+10.9%AddedHolders
Q4 20236,964$2.41M0.5%+1,559+28.8%AddedHolders
Q3 20235,405$1.63M0.4%+159+3.0%AddedHolders
Q2 20235,246$1.63M0.4%+1,150+28.1%AddedHolders
Q1 20234,096$1.21M0.4%−108−2.6%ReducedHolders
Q4 20224,204$1.34M0.4%+412+10.9%AddedHolders
Q3 20223,792$1.05M0.4%+306+8.8%AddedHolders
Q2 20223,486$956.0K0.4%+3,486NewHolders