EverSource Wealth Advisors, LLC
Position in HVT — Haverty Furniture Companies Inc
CIK 1710537
BIRMINGHAM, AL
Position in HVT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,944
+$9,162 QoQ
Shares Held
938
+34.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 137 holders
Holding Since
Dec 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, 2026EverSource Wealth Advisors, LLC holds $8,321,347 across 4 Home Improvement Retail names. HVT ranks #4 (0.3% of the industry book) .
All Filings in HVT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,944 | 938 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,782 | 698 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $16,116 | 690 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,890 | 223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,578 | 225 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,517 | 77 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,380 | 62 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||