Position in HRTG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,566,364
-$10,211 QoQ
Shares Held
60,060
0.0% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
4.26%
of 13F equity value
Holder Rank
#55
of 184 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRTG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026INSTRUMENTAL WEALTH, LLC holds $1,566,364 across 1 Insurance - Property & Casualty name. HRTG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
This page
|
60,060 | $1,566,364 |
All Filings in HRTG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,566,364 | 60,060 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,576,575 | 60,060 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,757,355 | 60,060 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $1,512,310 | 60,060 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $693,107 | 27,791 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $400,746 | 27,791 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $336,271 | 27,791 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $340,161 | 27,791 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $196,760 | 27,791 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $295,974 | 27,791 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $86,657 | 13,291 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $180,363 | 27,791 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $106,995 | 27,791 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $85,596 | 27,791 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||