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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

HRTG holding history

Heritage Insurance Holdings, Inc. in every 13F filed by Avion Wealth, 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)
19
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2025
Holdings of HRTG by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$00.0%00.0%UnchangedHolders
Q1 202619$00.0%00.0%UnchangedHolders
Q4 202519$00.0%00.0%UnchangedHolders
Q3 202519$00.0%00.0%UnchangedHolders
Q2 202519$00.0%+19NewHolders