Position in HVT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,429
-$18,961 QoQ
Shares Held
291
-76.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 137 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HVT Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Allworth Financial LP holds $78,607,046 across 4 Home Improvement Retail names. HVT ranks #4 (0.0% of the industry book) .
All Filings in HVT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,429 | 291 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $26,390 | 1,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,886 | 252 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,105 | 96 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,526 | 75 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $556 | 25 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $357 | 13 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $328 | 13 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $443 | 13 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $461 | 13 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $374 | 13 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||