Position in HVT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,553
+$1,029 QoQ
Shares Held
100
+38.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 137 holders
Holding Since
Dec 2020
10 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, 2026IFP Advisors, Inc holds $17,713,869 across 4 Home Improvement Retail names. HVT ranks #4 (0.0% of the industry book) .
All Filings in HVT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,553 | 100 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,524 | 72 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,728 | 74 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,118 | 51 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,078 | 53 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $216 | 11 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $244 | 11 | Shares | Sole | 2025-02-04 | |
| 2021-06-30 | $235,137 | 5,499 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $179,702 | 4,832 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $18,926 | 684 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||