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Empowered Funds, LLC: HRTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empowered Funds, LLC on HRTG, newest first. How the timeline and the estimate are built.

Empowered Funds, LLC held 162,183 HRTG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,183 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $4,229,733.

    13F-HR 0001592828-26-000007 filed by Empowered Funds, LLC
    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/A 162,178 shares
    Change vs previous 13F +9,924 shares

    0.03% of the 13F portfolio, value $4,257,172.

    13F-HR/A 0001592828-26-000006 filed by Empowered Funds, LLC
    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/A 152,254 shares
    Change vs previous 13F +9,090 shares

    0.08% of the 13F portfolio, value $4,454,952.

    13F-HR/A 0001592828-26-000004 filed by Empowered Funds, LLC
    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 143,164 shares
    Change vs previous 13F +12,207 shares

    0.04% of the 13F portfolio, value $3,604,870.

    13F-HR 0001592828-25-000013 filed by Empowered Funds, LLC
    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 130,957 shares
    Change vs previous 13F +6,098 shares

    0.04% of the 13F portfolio, value $3,266,068.

    13F-HR 0001592828-25-000009 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 124,859 shares
    Change vs previous 13F +9,728 shares

    0.03% of the 13F portfolio, value $1,800,467.

    13F-HR 0001592828-25-000006 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 115,131 shares
    Change vs previous 13F +5,579 shares

    0.02% of the 13F portfolio, value $1,393,085.

    13F-HR 0001592828-25-000001 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 109,552 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,340,916.

    13F-HR 0001572838-24-000015 filed by Empowered Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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