Back to HRTG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HRTG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HRTG Position History
Heritage Insurance Holdings, Inc. • Insurance
Quarters held
5
Latest value
$538K
Q3 2026
Peak value
$538K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $253K |
| Q4 2025 | $290K |
| Q1 2026 | $307K |
| Q2 2026 | $326K |
| Q3 2026 | $538K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $538K | 15.3K | — | — |
| Q2 2026 | $326K | 11.6K | — | — |
| Q1 2026 | $307K | 11.7K | — | — |
| Q4 2025 | $290K | 11.0K | — | — |
| Q3 2025 | $253K | 10.0K | — | — |
Other funds holding HRTG
$17.2M