HVT β€” HAVERTY FURNITURE INC COM

Ownership history in WATERS PARKERSON & CO., LLC  Β·  12 quarters on record

AI Ownership Summary

WATERS PARKERSON & CO., LLC reported HAVERTY FURNITURE INC COM (HVT) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2023 Q4. 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 WATERS PARKERSON & CO., LLC's position in HAVERTY FURNITURE 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
2025 Q4

HVT was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 WATERS PARKERSON & CO., LLC held HVT β€” position size vs. price
% of Fund (quarterly)    HVT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,850 +4,400 +12.4% 0.05% $931K 2026-02-14 (Est.) $25.56
2025 Q3 ADDED 35,450 +3,150 +9.8% 0.04% $777K 2025-10-28 $20.20
2025 Q2 REDUCED 32,300 -5,000 -13.4% 0.03% $657K 2025-08-14 $21.71
2025 Q1 ADDED 37,300 +5,200 +16.2% 0.04% $736K 2025-05-15 $19.98
2024 Q4 ADDED 32,100 +3,300 +11.5% 0.04% $715K 2025-02-14 $20.38
2024 Q3 ADDED 28,800 +500 +1.8% 0.04% $791K 2024-11-13 $20.57
2024 Q2 ADDED 28,300 +3,500 +14.1% 0.04% $716K 2024-08-13 $26.26
2024 Q1 ADDED 24,800 +500 +2.1% 0.04% $846K 2024-05-14 $26.46
2023 Q4 ADDED 24,300 +2,500 +11.5% 0.05% $863K 2024-02-14 $31.95
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HVT

As of 2026 Q1 β€” sorted by position size

MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About WATERS PARKERSON & CO., 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 WATERS PARKERSON & CO., LLC reported owning HVT?

WATERS PARKERSON & CO., LLC reported HVT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HVT position in WATERS PARKERSON & CO., LLC's portfolio?

The largest reported portfolio weight for HVT was 0.05% in 2023 Q4.

What is the latest reported HVT position on this page?

The most recent filing on this page is 2025 Q4, when WATERS PARKERSON & CO., LLC reported 39,850 shares, equal to 0.05% of portfolio, with an estimated market value of $931K.

What does the chart on this HVT ownership page compare?

The chart compares WATERS PARKERSON & CO., 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.

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