MONTAG A & ASSOCIATES INC

Position in HVT — Haverty Furniture Companies Inc

CIK 829407 ATLANTA, GA

Position in HVT

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$64,853

-$6,675 QoQ

Shares Held

3,062

0.0% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

MONTAG A & ASSOCIATES INC holds $26,214,784 across 3 Home Improvement Retail names. HVT ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	66,525	$21,879,407
2	LOW	Lowes Companies Inc	18,074	$4,270,524
3	HVT	Haverty Furniture Companies Inc This page	3,062	$64,853

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$64,853	3,062	0.0%	Shares	Sole	2026-04-29
2025-12-31	$71,528	3,062	+41.6%	Shares	Sole	2026-02-02
2025-09-30	$47,412	2,162	0.0%	Shares	Sole	2025-11-12
2025-06-30	$43,996	2,162	-68.2%	Shares	Sole	2025-08-07
2025-03-31	$133,918	6,791	0.0%	Shares	Sole	2025-05-05
2024-12-31	$151,167	6,791	0.0%	Shares	Sole	2025-01-30
2024-09-30	$186,548	6,791	0.0%	Shares	Sole	2024-11-05
2024-06-30	$171,744	6,791	0.0%	Shares	Sole	2024-07-31
2024-03-31	$231,708	6,791	0.0%	Shares	Sole	2024-05-07
2023-12-31	$241,080	6,791	0.0%	Shares	Sole	2024-02-07
2023-09-30	$195,444	6,791	0.0%	Shares	Sole	2023-11-09
2023-06-30	$205,224	6,791	0.0%	Shares	Sole	2023-08-09
2023-03-31	$216,700	6,791	0.0%	Shares	Sole	2023-05-11
2022-12-31	$203,050	6,791	0.0%	Shares	Sole	2023-02-02
2022-09-30	$169,095	6,791	0.0%	Shares	Sole	2022-11-09
2022-06-30	$157,415	6,791	0.0%	Shares	Sole	2022-08-10
2022-03-31	$186,209	6,791	0.0%	Shares	Sole	2022-05-02
2021-12-31	$207,600	6,791	0.0%	Shares	Sole	2022-02-09
2021-09-30	$228,924	6,791	-11.8%	Shares	Sole	2021-11-08
2021-06-30	$329,337	7,702	0.0%	Shares	Sole	2021-08-03
2021-03-31	$286,437	7,702	0.0%	Shares	Sole	2021-05-14
2020-12-31	$213,114	7,702	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.