Position in SLDE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$264,690
-$21,763 QoQ
Shares Held
14,705
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLDE 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.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
60,060 | $1,566,364 |
All Filings in SLDE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,690 | 14,705 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $286,453 | 14,705 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $232,118 | 14,705 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $318,510 | 14,705 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||