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Parallel Advisors, LLC

SEC CIK
0001690010
Latest filing
Aug 5, 2026

HRTG holding history

Heritage Insurance Holdings, Inc. in every 13F filed by Parallel Advisors, 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 (Q2 2026)
229
Value
$5.97K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of HRTG by Parallel Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026229$5.97K<0.1%+34+17.4%AddedHolders
Q1 2026195$5.12K<0.1%00.0%UnchangedHolders
Q4 2025195$5.71K<0.1%00.0%UnchangedHolders
Q3 2025195$4.91K<0.1%−28−12.6%ReducedHolders
Q2 2025223$5.56K<0.1%+28+14.4%AddedHolders
Q1 2025195$2.81K<0.1%+195NewHolders
Q4 20240$00.0%−16−100.0%Sold outHolders
Q3 202416$196<0.1%+16NewHolders