Back to HRTG
True Wealth Design, LLC → HRTG
True Wealth Design, LLC HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
5
Latest value
$5K
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q4 2025 | $4K |
| Q1 2026 | $4K |
| Q2 2026 | $4K |
| Q3 2026 | $5K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5K | 161 | — | — |
| Q2 2026 | $4K | 136 | — | — |
| Q1 2026 | $4K | 139 | — | — |
| Q4 2025 | $4K | 139 | — | — |
| Q3 2025 | $4K | 139 | — | — |
Other funds holding HRTG
$17.2M
$15.2M