Position in HVT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$287,857
-$49,975 QoQ
Shares Held
13,591
-6.0% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HVT Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026EP Wealth Advisors, LLC holds $45,864,610 across 3 Home Improvement Retail names. HVT ranks #3 (0.6% of the industry book) .
All Filings in HVT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $287,857 | 13,591 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $337,832 | 14,462 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $237,240 | 11,658 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $229,895 | 11,658 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $259,507 | 11,658 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $320,272 | 11,659 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||