Creative Planning

Position in HVT — Haverty Furniture Companies Inc

CIK 1540235 OVERLAND PARK, KS

Position in HVT

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

Position Value

$1,486,994

+$1,002,205 QoQ

Shares Held

58,245

+154.5% QoQ

Ownership

0.374%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#36

of 138 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $293,372,613 across 4 Home Improvement Retail names. HVT ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	653,261	$230,392,088
2	LOW	Lowes Companies Inc	246,534	$54,358,281
3	FND	Floor & Decor Holdings, Inc.	120,203	$7,135,250
4	HVT	Haverty Furniture Companies Inc This page	58,245	$1,486,994

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,486,994	58,245	+154.5%	Shares	Defined	2026-08-13
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.