HWP
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Highline Wealth Partners’s Haverty Furniture Companies HVT Stock Holding History

Highline Wealth Partners’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$102K Hold
3,700
– – 0.02% 181
2026
Q2 		$94.5K Hold
3,700
– – 0.02% 176
2026
Q1 		$78.4K Hold
3,700
– – 0.02% 131
2025
Q4 		$86.4K Hold
3,700
– – 0.02% 99
2025
Q3 		$81.1K Hold
3,700
– – 0.02% 134
2025
Q2 		$75.3K Buy
+3,700
New +$72.3K 0.02% 118

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CWA Asset Management Group
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DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Highline Wealth Partners's HVT Position: Q3 2026 in Review

Highline Wealth Partners held its Haverty Furniture Companies (HVT) position steady in Q3 2026 at 3,700 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #181.

Highline Wealth Partners first reported a position in HVT in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold HVT as of Q3 2026.

  • Highline Wealth Partners held 3,700 shares of Haverty Furniture Companies worth $102K as of Q3 2026.
  • Highline Wealth Partners left its Haverty Furniture Companies share count unchanged in Q3 2026.
  • Haverty Furniture Companies made up 0.02% of Highline Wealth Partners's portfolio in Q3 2026, its #181 holding.
  • Highline Wealth Partners first reported a position in Haverty Furniture Companies in Q2 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.