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Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

HRTG holding history

Heritage Insurance Holdings, Inc. in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HRTG overviewAll 13F holders of HRTGFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2023
Holdings of HRTG by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−10,800−100.0%Sold outHolders
Q2 202310,800$41.6K<0.1%+10,800NewHolders