Creative Planning

Position in HVT — Haverty Furniture Companies Inc

CIK 1540235 OVERLAND PARK, KS

Position in HVT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$484,789

-$19,600 QoQ

Shares Held

22,889

+6.0% QoQ

Ownership

0.142%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $272,394,863 across 4 Home Improvement Retail names. HVT ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	621,036	$204,252,529
2	LOW	Lowes Companies Inc	275,669	$65,135,071
3	FND	Floor & Decor Holdings, Inc.	49,655	$2,522,474
4	HVT	Haverty Furniture Companies Inc This page	22,889	$484,789

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$484,789	22,889	+6.0%	Shares	Sole	2026-05-12
2025-12-31	$504,389	21,592	+50.2%	Shares	Sole	2026-02-17
2025-03-31	$283,494	14,376	+34128.6%	Shares	Sole	2025-05-15
2024-12-31	$934	42	-99.8%	Shares	Defined	2025-02-14
2021-03-31	$644,874	17,340	0.0%	Shares	Sole	2021-04-30
2020-12-31	$479,797	17,340	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.