Steward Partners Investment Advisory, LLC
Holdings in HGTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $175,082 | 13,027 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $156,845 | 13,027 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $117,518 | 11,624 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $100,841 | 11,155 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $99,636 | 10,325 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $77,281 | 7,599 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $61,796 | 5,942 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $45,237 | 4,944 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $37,611 | 4,822 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $30,800 | 3,770 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $15,181 | 1,622 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $11,755 | 1,345 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $14,187 | 1,687 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,573 | 175 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $5,745 | 500 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $5,395 | 500 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $7,090 | 500 | Shares | Sole | 2022-02-08 |