Position in WHR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$390,057
-$32,971 QoQ
Shares Held
7,234
+23.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Mar 31, 2026TRED AVON FAMILY WEALTH, LLC holds $1,132,739 across 2 Furnishings, Fixtures & Appliances names. WHR ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETD |
Ethan Allen Interiors Inc
|
33,364 | $742,682 | |
| 2 | WHR |
Whirlpool Corp /De/
This page
|
7,234 | $390,057 |
All Filings in WHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $390,057 | 7,234 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $423,028 | 5,864 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $530,314 | 6,747 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||