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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Wealth Effects 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)
2,808
Value
$990.4K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of HD by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,808$990.4K0.3%+290+11.5%AddedHolders
Q1 20262,518$828.2K0.3%+2+0.1%AddedHolders
Q4 20252,516$865.9K0.3%+10.0%AddedHolders
Q3 20252,515$1.02M0.3%+2+0.1%AddedHolders
Q2 20252,513$921.4K0.3%+7+0.3%AddedHolders
Q1 20252,506$918.5K0.4%−25−1.0%ReducedHolders
Q4 20242,531$984.4K0.3%+78+3.2%AddedHolders
Q3 20242,453$994.0K0.3%−42−1.7%ReducedHolders
Q2 20242,495$858.7K0.3%−101−3.9%ReducedHolders
Q1 20242,596$995.8K0.4%−308−10.6%ReducedHolders
Q4 20232,904$1.01M0.4%+241+9.0%AddedHolders
Q3 20232,663$804.6K0.4%−58−2.1%ReducedHolders
Q2 20232,721$845.3K0.4%+2+0.1%AddedHolders
Q1 20232,719$802.5K0.4%−148−5.2%ReducedHolders
Q4 20222,867$905.7K0.5%+253+9.7%AddedHolders
Q3 20222,614$721.0K0.4%−66−2.5%ReducedHolders
Q2 20222,680$735.0K0.4%−805−23.1%ReducedHolders
Q1 20223,485$1.04M0.5%+668+23.7%AddedHolders
Q4 20212,817$1.17M0.5%–No prior filingHolders