EverSource Wealth Advisors, LLC HVT — HAVERTY FURNITURE COS INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported HAVERTY FURNITURE COS INC COM (HVT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows HVT at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in HAVERTY FURNITURE COS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HVT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HVT stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held HVT — position size vs. price
% of Fund (quarterly)    HVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 45,915 +45,225 +6554.3% 0.14% $4.5M 2026-05-14 $20.92
2025 Q4 ADDED — — — 690 +467 +209.4% 0.00% $16K 2026-02-06 $26.91
2025 Q3 REDUCED — — — 223 -2 -0.9% 0.00% $5K 2025-11-10 $21.78
2025 Q2 ADDED — — — 225 +148 +192.2% 0.00% $5K 2025-08-13 $22.16
2025 Q1 ADDED — — — 77 +15 +24.2% 0.00% $2K 2025-05-13 $19.58
2024 Q4 INITIATED — — — 62 — — 0.00% $1K 2025-02-10 $20.42

🏢 Other funds also holding HVT

As of 2026 Q1 — sorted by position size

WULFF, HANSEN & CO. 3Y 0.66% Watershed Asset Management, L.L.C. 3Y 7Y 0.42% Hodges Capital Management Inc. 3Y 7Y 0.37% CWA Asset Management Group, LLC 3Y 7Y 0.1% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 0.1% TECTONIC ADVISORS LLC 3Y 0.1% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.06% ICON ADVISERS INC/CO 3Y 7Y 0.05% WATERS PARKERSON & CO., LLC 3Y 7Y 0.04% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.03%

FAQ About EverSource Wealth Advisors, LLC and HVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning HVT?

EverSource Wealth Advisors, LLC reported HVT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HVT position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for HVT was 0.14% in 2026 Q1.

What is the latest reported HVT position on this page?

The most recent filing on this page is 2026 Q1, when EverSource Wealth Advisors, LLC reported 45,915 shares, equal to 0.14% of portfolio, with an estimated market value of $4.5M.

What does the chart on this HVT ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly HVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their HVT position?

Based on 13F filing dates vs. subsequent HVT price moves, EverSource Wealth Advisors, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on HVT relative to SPY over the holding period was -14.4%.

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