True Wealth Design’s Haverty Furniture Companies HVT Stock Holding History

True Wealth Design’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	$748	Buy	27 +21	+350%	+$566	﹤0.01%	2020
2026 Q2	$154	Sell	6 -16	-73%	-$363	﹤0.01%	2491
2026 Q1	$466	Buy	22 +1	+5%	+$24	﹤0.01%	2082
2025 Q4	$491	Buy	21 +5	+31%	+$113	﹤0.01%	1951
2025 Q3	$351	Hold	16	–	–	﹤0.01%	2122
2025 Q2	$326	Sell	16 -279	-95%	-$5.45K	﹤0.01%	1897
2025 Q1	$5.82K	Buy	295 +111	+60%	+$2.43K	﹤0.01%	639
2024 Q4	$4.1K	Buy	+184	New	+$4.36K	﹤0.01%	566

Other funds holding HVT

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

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) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's HVT Position: Q3 2026 in Review

True Wealth Design increased its Haverty Furniture Companies (HVT) stake by 350% in Q3 2026, buying an estimated $566 and bringing the position to 27 shares worth $748. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

True Wealth Design first reported a position in HVT in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.82K in Q1 2025. 18 funds tracked by Wall St. Rank hold HVT as of Q3 2026.

True Wealth Design held 27 shares of Haverty Furniture Companies worth $748 as of Q3 2026.
True Wealth Design bought 21 Haverty Furniture Companies shares in Q3 2026, an estimated $566.
Haverty Furniture Companies made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2020 holding.
True Wealth Design first reported a position in Haverty Furniture Companies in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Haverty Furniture Companies position peaked at $5.82K in Q1 2025.
18 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.