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Schwallier Wealth Management LLC

SEC CIK
0001934951
Latest filing
Aug 14, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Schwallier Wealth Management 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)
577
Value
$203.6K
% of portfolio
0.1%
Quarters held
3
Since Q4 2023
Holdings of HD by Schwallier Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026577$203.6K0.1%+577NewHolders
Q1 20260$00.0%−590−100.0%Sold outHolders
Q4 2025590$221.0K0.1%+590NewHolders
Q1 20240$00.0%−583−100.0%Sold outHolders
Q4 2023583$202.1K0.2%–No prior filingHolders