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Cambridge Investment Research Advisors, Inc.: HRTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on HRTG, newest first. How the timeline and the estimate are built.

Cambridge Investment Research Advisors, Inc. held 11,735 HRTG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 11,735 shares
    Change vs previous 13F -1,099 shares

    <0.01% of the 13F portfolio, value $306,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,834 shares
    Change vs previous 13F +349 shares

    <0.01% of the 13F portfolio, value $337,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,485 shares
    Change vs previous 13F +228 shares

    <0.01% of the 13F portfolio, value $365,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,257 shares
    Change vs previous 13F +2,319 shares

    <0.01% of the 13F portfolio, value $309,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,938 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $248,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).