BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in HRTG — Heritage Insurance Holdings, Inc.
CIK 1352860
BLUE BELL, PA
Position in HRTG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$10,605
+$862 QoQ
Shares Held
404
+21.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
All Filings in HRTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,605 | 404 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,743 | 333 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,949 | 276 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,489 | 180 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||