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Livermore
Livermore
ZHEN

Legacy Wealth Management, LLC

SEC CIK
0002047443
Latest filing
Jul 8, 2026

HD holding history

Home Depot, Inc. in every 13F filed by Legacy 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)
1,144
Value
$403.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of HD by Legacy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,144$403.5K0.1%+9+0.8%AddedHolders
Q1 20261,135$373.2K0.1%+7+0.6%AddedHolders
Q4 20251,128$388.3K0.1%+419+59.1%AddedHolders
Q3 2025709$287.3K0.1%−164−18.8%ReducedHolders
Q2 2025873$320.1K0.1%−56−6.0%ReducedHolders
Q1 2025929$340.5K0.1%−387−29.4%ReducedHolders
Q4 20241,316$511.9K0.2%+28+2.2%AddedHolders
Q3 20241,288$521.9K0.2%+387+43.0%AddedHolders
Q2 2024901$310.2K0.1%00.0%UnchangedHolders
Q1 2024901$345.6K0.2%00.0%UnchangedHolders
Q4 2023901$312.2K0.2%−35−3.7%ReducedHolders
Q3 2023936$282.8K0.1%−140−13.0%ReducedHolders
Q2 20231,076$334.2K0.2%−18−1.6%ReducedHolders
Q1 20231,094$322.9K0.2%00.0%UnchangedHolders
Q4 20221,094$345.6K0.2%00.0%UnchangedHolders
Q3 20221,094$301.9K0.2%00.0%UnchangedHolders
Q2 20221,094$300.1K0.2%00.0%UnchangedHolders
Q1 20221,094$327.5K0.2%00.0%UnchangedHolders
Q4 20211,094$454.0K0.2%−163−13.0%ReducedHolders
Q3 20211,257$412.6K0.2%00.0%UnchangedHolders
Q2 20211,257$400.8K0.2%+100+8.6%AddedHolders
Q1 20211,157$353.2K0.2%––Holders

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