Integrated Wealth Concepts LLC

Position in HVT — Haverty Furniture Companies Inc

CIK 1737109 WALTHAM, MA

Position in HVT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,284

New position

Shares Held

207

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#112

of 137 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $44,210,051 across 4 Home Improvement Retail names. HVT ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	109,250	$38,530,290
2	LOW	Lowes Companies Inc	24,678	$5,441,252
3	FND	Floor & Decor Holdings, Inc.	3,929	$233,225
4	HVT	Haverty Furniture Companies Inc This page	207	$5,284

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,284	207	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.