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OakTrust Wealth Advisors, LLC

SEC CIK
0002113908
Latest filing
Aug 6, 2026

HD holding history

Home Depot, Inc. in every 13F filed by OakTrust Wealth 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)
681
Value
$240.2K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of HD by OakTrust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026681$240.2K0.2%−147−17.8%ReducedHolders
Q1 2026828$272.4K0.2%+2+0.2%AddedHolders
Q4 2025826$284.3K0.3%–No prior filingHolders