Position in HIG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$795
-$5,560 QoQ
Shares Held
6
-87.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,166
of 1,192 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Abound Wealth Management holds $52,846 across 4 Insurance - Diversified names. HIG ranks #3 (1.5% of the industry book) .
All Filings in HIG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795 | 6 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $6,355 | 47 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,476 | 47 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,269 | 47 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,962 | 47 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,815 | 47 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,220 | 66 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,468 | 55 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,529 | 55 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,595 | 64 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $4,662 | 58 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $4,112 | 58 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $6,265 | 87 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $3,414 | 49 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $3,715 | 49 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $1,362 | 22 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||