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WealthCollab, LLC

SEC CIK
0002017870
Latest filing
Aug 10, 2026

HRTG holding history

Heritage Insurance Holdings, Inc. in every 13F filed by WealthCollab, 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)
139
Value
$3.63K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of HRTG by WealthCollab, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026139$3.63K<0.1%+56+67.5%AddedHolders
Q1 202683$2.18K<0.1%−26−23.9%ReducedHolders
Q4 2025109$3.19K<0.1%+26+31.3%AddedHolders
Q3 202583$2.09K<0.1%00.0%UnchangedHolders
Q2 202583$2.07K<0.1%00.0%UnchangedHolders
Q1 202583$1.20K<0.1%+83NewHolders