VisionPoint Advisory Group, LLC

SEC CIK: 0001750924
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

HGTY holding history

Hagerty, Inc. in every 13F filed by VisionPoint Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HGTY overview All 13F holders of HGTY Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of HGTY by VisionPoint Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−896−100.0%	Sold out	Holders
Q2 2024	896	$9.32K	<0.1%	+178+24.8%	Added	Holders
Q1 2024	718	$6.57K	<0.1%	+284+65.4%	Added	Holders
Q4 2023	434	$3.38K	<0.1%	+434	New	Holders