Position in HG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,140
+$829 QoQ
Shares Held
122
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 240 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $158,036 across 5 Insurance - Reinsurance names. HG ranks #4 (2.6% of the industry book) .
All Filings in HG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,140 | 122 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,311 | 111 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,096 | 111 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,752 | 111 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $281 | 13 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $269 | 13 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||