Creative Planning
Holdings in HRTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,604,530 | 54,837 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,189,100 | 47,224 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $70,106 | 2,811 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $456,191 | 31,636 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $162,744 | 13,450 | Shares | Defined | 2025-02-14 |