HD — Home Depot Inc

Ownership history in ASSET PLANNING SERVICES INC /LA/ /ADV  ·  32 quarters on record

AI Ownership Summary

ASSET PLANNING SERVICES INC /LA/ /ADV reported Home Depot Inc (HD) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.0% in 2024 Q1. The latest visible filing shows HD at 2.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ASSET PLANNING SERVICES INC /LA/ /ADV's position in Home Depot Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HD was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HD stock page ASSET PLANNING SERVICES INC /LA/ /ADV fund profile ASSET PLANNING SERVICES INC /LA/ /ADV full holdings
How ASSET PLANNING SERVICES INC /LA/ /ADV held HD — position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 18,183 -170 -0.9% 2.62% $6K 2026-04-21 $343.92
2025 Q4 REDUCED 18,353 -825 -4.3% 2.79% $6.3M 2026-01-16 $377.65
2025 Q3 ADDED 19,178 +178 +0.9% 3.27% $7.8M 2025-10-16 $382.34
2025 Q2 REDUCED 19,000 -18,956,772 -99.9% 3.20% $7.0M 2025-07-22 $364.11
2025 Q1 ADDED 18,975,772 +18,956,701 +99400.7% 3.54% $7.0M 2025-04-23 $347.63
2024 Q4 ADDED 19,071 +159 +0.8% 3.62% $7.4M 2025-01-17 $396.77
2024 Q3 ADDED 18,912 +269 +1.4% 3.79% $7.7M 2024-10-22 $387.43
2024 Q2 REDUCED 18,643 -11 -0.1% 3.39% $6.4M 2024-07-25 $338.56
2024 Q1 ADDED 18,654 +154 +0.8% 4.00% $7.2M 2024-04-23 $322.62
2023 Q4 REDUCED 18,500 -122 -0.7% 3.90% $6.4M 2024-01-16 $339.08
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HD

As of 2026 Q1 — sorted by position size

William B. Walkup & Associates, Inc. 4.34% CONSCIOUS WEALTH INVESTMENTS, LLC 3.75% Constitution Capital LLC 3Y 3.57% Baugh & Associates, LLC 3Y 7Y 3.47% Chronos Wealth Management, LLC 3Y 3.34% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3.25% Hamlin Capital Management, LLC 3Y 7Y 3.24% McBroom & Associates, LLC 3Y 3.15% Xcel Wealth Management, LLC 3Y 3.15% Ayrshire Capital Management LLC 3Y 2.82%

FAQ About ASSET PLANNING SERVICES INC /LA/ /ADV and HD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ASSET PLANNING SERVICES INC /LA/ /ADV reported owning HD?

ASSET PLANNING SERVICES INC /LA/ /ADV reported HD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HD position in ASSET PLANNING SERVICES INC /LA/ /ADV's portfolio?

The largest reported portfolio weight for HD was 4.00% in 2024 Q1.

What is the latest reported HD position on this page?

The most recent filing on this page is 2026 Q1, when ASSET PLANNING SERVICES INC /LA/ /ADV reported 18,183 shares, equal to 2.62% of portfolio, with an estimated market value of $6K.

What does the chart on this HD ownership page compare?

The chart compares ASSET PLANNING SERVICES INC /LA/ /ADV's quarterly HD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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