Pinnacle Wealth Planning Services, Inc.
Position in HVT — Haverty Furniture Companies Inc
CIK 1726752
MANSFIELD, OH
Position in HVT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,287
+$3,797 QoQ
Shares Held
873
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 137 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,909,451 across 4 Home Improvement Retail names. HVT ranks #3 (0.6% of the industry book) .
All Filings in HVT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,287 | 873 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,490 | 873 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $20,393 | 873 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $24,155 | 873 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||