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JFS WEALTH ADVISORS, LLC → HGTY
JFS WEALTH ADVISORS, LLC HGTY Position History
Hagerty, Inc.
Quarters held
4
Latest value
$122
Q3 2026
Peak value
$498
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $498 |
| Q1 2026 | $95 |
| Q2 2026 | $108 |
| Q3 2026 | $122 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $122 | 9 | — | — |
| Q2 2026 | $108 | 9 | — | — |
| Q1 2026 | $95 | 9 | — | — |
| Q4 2025 | $498 | 37 | — | — |