ICON ADVISERS INC/CO HVT Haverty Furniture Cos. Inc. COM

Ownership history in ICON ADVISERS INC/CO  ·  7 quarters on record

AI Ownership Summary

ICON ADVISERS INC/CO reported Haverty Furniture Cos. Inc. COM (HVT) in 7 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows HVT at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ICON ADVISERS INC/CO'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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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
2026 Q1 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.

How ICON ADVISERS INC/CO 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 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,700 -59,600 -84.8% 0.05% $227K 2026-05-13 $20.53
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ICON ADVISERS INC/CO and HVT

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

How long has ICON ADVISERS INC/CO reported owning HVT?

ICON ADVISERS INC/CO reported HVT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported HVT position in ICON ADVISERS INC/CO's portfolio?

The largest reported portfolio weight for HVT was 0.05% in 2026 Q1.

What is the latest reported HVT position on this page?

The most recent filing on this page is 2026 Q1, when ICON ADVISERS INC/CO reported 10,700 shares, equal to 0.05% of portfolio, with an estimated market value of $227K.

What does the chart on this HVT ownership page compare?

The chart compares ICON ADVISERS INC/CO'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 ICON ADVISERS INC/CO time their HVT position?

Based on 13F filing dates vs. subsequent HVT price moves, ICON ADVISERS INC/CO correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on HVT relative to SPY over the holding period was +42.4%.

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