HD β€” HOME DEPOT INC

Ownership history in Somnio Financial Group, LLC  Β·  7 quarters on record

AI Ownership Summary

Somnio Financial Group, LLC reported HOME DEPOT INC (HD) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q3. The latest visible filing shows HD at 0.16% 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.

What this HD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Somnio Financial Group, LLC'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 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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.

How Somnio Financial Group, LLC held HD β€” position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 731 -19 -2.5% 0.16% $240K 2026-04-09 $339.58
2025 Q4 ADDED 750 +19 +2.6% 0.17% $258K 2026-01-08 $357.17
2025 Q3 UNCHANGED 731 β€” 0% 0.20% $296K 2025-12-01 $352.68
2025 Q2 UNCHANGED 731 β€” 0% 0.19% $268K 2025-07-23 $369.35
2024 Q4 UNCHANGED 731 β€” 0% 0.23% $284K 2025-01-02 $376.49
2024 Q3 UNCHANGED 731 β€” 0% 0.24% $296K 2024-10-03 $396.81
2024 Q2 INITIATED 731 β€” β€” 0.22% $252K 2024-08-23 $359.93

FAQ About Somnio Financial Group, LLC and HD

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

How long has Somnio Financial Group, LLC reported owning HD?

Somnio Financial Group, LLC reported HD across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HD position in Somnio Financial Group, LLC's portfolio?

The largest reported portfolio weight for HD was 0.24% in 2024 Q3.

What is the latest reported HD position on this page?

The most recent filing on this page is 2026 Q1, when Somnio Financial Group, LLC reported 731 shares, equal to 0.16% of portfolio, with an estimated market value of $240K.

What does the chart on this HD ownership page compare?

The chart compares Somnio Financial Group, LLC'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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