Commonwealth Equity Services, LLC
- SEC CIK
- 0000312272
- Latest filing
- Jul 29, 2026
HGTY holding history
Hagerty, Inc. in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HGTY overviewAll 13F holders of HGTYFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −12,944−100.0% | Sold out | Holders |
| Q3 2023 | 12,944 | $106.0K | <0.1% | +1,650+14.6% | Added | Holders |
| Q2 2023 | 11,294 | $106.0K | <0.1% | −114−1.0% | Reduced | Holders |
| Q1 2023 | 11,408 | $99.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 11,408 | $95.0K | <0.1% | −2,500−18.0% | Reduced | Holders |
| Q3 2022 | 13,908 | $125.0K | <0.1% | +1,927+16.1% | Added | Holders |
| Q2 2022 | 11,981 | $137.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 11,981 | $129.0K | <0.1% | −187−1.5% | Reduced | Holders |
| Q4 2021 | 12,168 | $172.0K | <0.1% | +12,168 | New | Holders |