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Disclosery

Garde Capital, Inc.: HGTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Garde Capital, Inc. on HGTY, newest first. How the timeline and the estimate are built.

Garde Capital, Inc. held 0 HGTY shares at 2025-06-30 per its 13F-HR filed 2025-07-03.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -103,960 shares

    13F-HR 0001616328-25-000004 filed by Garde Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 103,960 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $939,799.

    13F-HR 0001616328-25-000003 filed by Garde Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 103,960 shares
    Change vs previous 13F +3,960 shares

    0.07% of the 13F portfolio, value $1,003,000.

    13F-HR 0001616328-25-000001 filed by Garde Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 100,000 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,017,000.

    13F-HR 0001616328-24-000005 filed by Garde Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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