Fragasso Financial Advisors Inc: HRTG position timeline

Fragasso Financial Advisors Inc held 12,773 HRTG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 12,773 shares

   Change vs previous 13F -2,476 shares

   0.02% of the 13F portfolio, value $444,884.

   13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
   Accepted 2026-10-13 16:02:11 UTC, ingested 2026-10-13 16:03:13 UTC

2. period ended2026-06-30

   13F 15,249 shares

   Change vs previous 13F +49 shares

   0.02% of the 13F portfolio, value $397,694.

   13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 15,200 shares

   Change vs previous 13F +4,000 shares

   0.02% of the 13F portfolio, value $404,776.

   13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 11,200 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $327,712.

   13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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