Skip to main content
Equibles

MONTAG A & ASSOCIATES INC

Position in HVT — Haverty Furniture Companies Inc

CIK 829407 ATLANTA, GA
Back to HVT Full portfolio

Position in HVT

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$126,177
+$61,324 QoQ
Shares Held
4,771
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 138 holders
Holding Since
Dec 2020
23 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, 2026

MONTAG A & ASSOCIATES INC holds $27,113,552 across 3 Home Improvement Retail names. HVT ranks #3 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HD
Home Depot, Inc.
 66,833 $23,570,662
2 LOW
Lowes Companies Inc
 15,496 $3,416,713
3 HVT
Haverty Furniture Companies Inc
This page 		4,771 $126,177

All Filings in HVT

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $78,172 3,062
2026-03-31 $64,853 3,062
2025-12-31 $71,528 3,062
2025-09-30 $47,412 2,162
2025-06-30 $43,996 2,162
2025-03-31 $133,918 6,791
2024-12-31 $151,167 6,791
2024-09-30 $186,548 6,791
2024-06-30 $171,744 6,791
2024-03-31 $231,708 6,791
2023-12-31 $241,080 6,791
2023-09-30 $195,444 6,791
2023-06-30 $205,224 6,791
2023-03-31 $216,700 6,791
2022-12-31 $203,050 6,791
2022-09-30 $169,095 6,791
2022-06-30 $157,415 6,791
2022-03-31 $186,209 6,791
2021-12-31 $207,600 6,791
2021-09-30 $228,924 6,791
2021-06-30 $329,337 7,702
2021-03-31 $286,437 7,702
2020-12-31 $213,114 7,702