Back to HRTG
INSTRUMENTAL WEALTH, LLC → HRTG
INSTRUMENTAL WEALTH, LLC HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.6M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 60.1K | — | — |
| Q2 2026 | $1.6M | 60.1K | — | — |
| Q1 2026 | $1.6M | 60.1K | — | — |
| Q4 2025 | $1.7M | 60.1K | — | — |
| Q3 2025 | $1.4M | 60.1K | — | — |
Other funds holding HRTG
$17.2M
$15.2M