Creative Planning

Position in HNI — Hni Corp

CIK 1540235 OVERLAND PARK, KS

Position in HNI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,539,121

+$1,120,046 QoQ

Shares Held

62,834

+47.8% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#72

of 274 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $48,973,803 across 12 Furnishings, Fixtures & Appliances names. HNI ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHK	Mohawk Industries Inc	130,588	$15,844,241
2	LZB	La-Z-Boy Inc	203,227	$8,153,467
3	ETD	Ethan Allen Interiors Inc	212,871	$4,755,537
4	MBC	MasterBrand, Inc.	425,554	$4,378,950
5	TILE	Interface Inc	109,507	$3,924,730
6	HNI	Hni Corp This page	62,834	$2,539,121
7	SN	SharkNinja, Inc.	14,656	$2,231,668
8			185,156	$2,168,176

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,539,121	62,834	+47.8%	Shares	Defined	2026-08-13
2026-03-31	$1,419,075	42,500	-25.2%	Shares	Sole	2026-05-12
2025-12-31	$2,389,259	56,833	+201.4%	Shares	Sole	2026-02-17
2025-09-30	$883,309	18,854	+140.5%	Shares	Sole	2025-11-14
2025-06-30	$385,521	7,839	+2.4%	Shares	Defined	2025-08-08
2025-03-31	$339,543	7,656	+15.5%	Shares	Sole	2025-05-15
2024-12-31	$333,852	6,628	-21.4%	Shares	Defined	2025-02-14
2024-09-30	$453,763	8,428	-15.7%	Shares	Defined	2024-10-11
2021-03-31	$395,600	10,000	-0.1%	Shares	Sole	2021-04-30
2020-12-31	$344,944	10,010	0.0%	Shares	Sole	2021-01-29
2020-09-30	$314,113	10,010	+0.1%	Shares	Sole	2020-11-05
2020-06-30	$305,700	10,000	-23.1%	Shares	Sole	2020-07-23
2020-03-31	$327,470	13,000	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.