Position in HVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$318,078
+$30,221 QoQ
Shares Held
12,459
-8.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 138 holders
Holding Since
Sep 2024
7 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 Jun 30, 2026EP Wealth Advisors, LLC holds $53,884,817 across 3 Home Improvement Retail names. HVT ranks #3 (0.6% of the industry book) .
All Filings in HVT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,078 | 12,459 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||