Back to HGTY
Center for Financial Planning, Inc. → HGTY
Center for Financial Planning, Inc. HGTY Position History
Hagerty, Inc.
Quarters held
5
Latest value
$40
Q3 2026
Peak value
$18K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37 |
| Q4 2025 | $41 |
| Q1 2026 | $16K |
| Q2 2026 | $18K |
| Q3 2026 | $40 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40 | 3 | — | — |
| Q2 2026 | $18K | 1.5K | — | — |
| Q1 2026 | $16K | 1.5K | — | — |
| Q4 2025 | $41 | 3 | — | — |
| Q3 2025 | $37 | 3 | — | — |