CWM, LLC
Holdings in HGTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,655 | 272 | Shares | Sole | 2026-01-26 |
| 2023-06-30 | $18,439 | 1,970 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $19,927 | 2,280 | Shares | Sole | 2023-05-01 |
| 2022-12-31 | $16,567 | 1,970 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $17,710 | 1,970 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $22,635 | 1,970 | Shares | Sole | 2022-07-28 |
| 2021-12-31 | $27,934 | 1,970 | Shares | Sole | 2022-01-31 |