SBI Securities Co., Ltd. HVT — Haverty Furniture Companies Inc

Ownership history in SBI Securities Co., Ltd.  ·  7 quarters on record

AI Ownership Summary

SBI Securities Co., Ltd. reported Haverty Furniture Companies Inc (HVT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows HVT at 0.00% 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 SBI Securities Co., Ltd.'s position in Haverty Furniture Companies Inc, 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 Q2

HVT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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 Q2

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 SBI Securities Co., Ltd. fund profile SBI Securities Co., Ltd. full holdings
How SBI Securities Co., Ltd. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 157 +1 +0.6% 0.00% $4K 2026-07-23 $24.51
2026 Q1 REDUCED — — — 156 -5 -3.1% 0.00% $3K 2026-04-28 $22.01
2025 Q4 ADDED — — — 161 +146 +973.3% 0.00% $4K 2026-02-03 $25.62
2025 Q3 UNCHANGED — — — 15 — 0% 0.00% $329 2025-11-05 $22.19
2025 Q2 ADDED — — — 15 +2 +15.4% 0.00% $305 2025-08-08 $20.00
2025 Q1 ADDED — — — 13 +4 +44.4% 0.00% $256 2025-05-02 $18.78
2024 Q4 INITIATED — — — 9 — — 0.00% $200 2025-02-06 $20.18

🏢 Other funds also holding HVT

As of 2026 Q2 — sorted by position size

CWA Asset Management Group, LLC 3Y 7Y 0.11% TECTONIC ADVISORS LLC 3Y 0.08% HIGHLINE WEALTH PARTNERS LLC 0.02% Versant Capital Management, Inc 3Y 7Y 0.0% MJT & Associates Financial Advisory Group, Inc. 0.0% Police & Firemen's Retirement System of New Jersey 0.0% GAMMA Investing LLC 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About SBI Securities Co., Ltd. and HVT

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

How long has SBI Securities Co., Ltd. reported owning HVT?

SBI Securities Co., Ltd. reported HVT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HVT position in SBI Securities Co., Ltd.'s portfolio?

The largest reported portfolio weight for HVT was 0.00% in 2025 Q4.

What is the latest reported HVT position on this page?

The most recent filing on this page is 2026 Q2, when SBI Securities Co., Ltd. reported 157 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this HVT ownership page compare?

The chart compares SBI Securities Co., Ltd.'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 SBI Securities Co., Ltd. time their HVT position?

Based on 13F filing dates vs. subsequent HVT price moves, SBI Securities Co., Ltd. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on HVT relative to SPY over the holding period was -1.5%.

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