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Disclosery

IEQ CAPITAL, LLC: HRTG position timeline

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

IEQ CAPITAL, LLC held 18,939 HRTG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,939 shares
    Change vs previous 13F -11,311 shares

    <0.01% of the 13F portfolio, value $493,929.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 30,250 shares
    Change vs previous 13F -13,396 shares

    <0.01% of the 13F portfolio, value $794,063.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 43,646 shares
    Change vs previous 13F +1,855 shares

    <0.01% of the 13F portfolio, value $1,277,082.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 41,791 shares
    Change vs previous 13F +2,044 shares

    <0.01% of the 13F portfolio, value $1,052,297.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 39,747 shares
    Change vs previous 13F +11,021 shares

    0.01% of the 13F portfolio, value $991,290.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 28,726 shares
    Change vs previous 13F +3,679 shares

    <0.01% of the 13F portfolio, value $414,229.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 25,047 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,069.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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