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Sierra Summit Advisors LLC

SEC CIK
0002012614
Latest filing
Jul 20, 2026

HRTG holding history

Heritage Insurance Holdings, Inc. in every 13F filed by Sierra Summit 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)
36,940
Value
$963.4K
% of portfolio
0.1%
Quarters held
2
Since Q3 2025
Holdings of HRTG by Sierra Summit Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,940$963.4K0.1%+36,940NewHolders
Q4 20250$00.0%−38,109−100.0%Sold outHolders
Q3 202538,109$959.6K0.1%+38,109NewHolders