NAVELLIER & ASSOCIATES INC: HRTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAVELLIER & ASSOCIATES INC on HRTG, newest first. How the timeline and the estimate are built.

NAVELLIER & ASSOCIATES INC held 32,574 HRTG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 32,574 shares
Change vs previous 13F -14,626 shares
0.07% of the 13F portfolio, value $849,530.
13F-HR 0001104659-26-090274 filed by NAVELLIER & ASSOCIATES INC
Filed 2026-08-04 (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).
period ended2026-03-31
13F 47,200 shares
Change vs previous 13F +15,942 shares
0.13% of the 13F portfolio, value $1,239,000.
13F-HR 0001104659-26-056800 filed by NAVELLIER & ASSOCIATES INC
Filed 2026-05-07 (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).
period ended2025-12-31
13F 31,258 shares
Change vs previous 13F -11,303 shares
0.1% of the 13F portfolio, value $914,609.
13F-HR 0001104659-26-009534 filed by NAVELLIER & ASSOCIATES INC
Filed 2026-02-03 (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).
period ended2025-09-30
13F 42,561 shares
Change vs previous 13F +13,456 shares
0.11% of the 13F portfolio, value $1,071,686.
13F-HR 0001104659-25-107454 filed by NAVELLIER & ASSOCIATES INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 29,105 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $725,879.
13F-HR 0001104659-25-075089 filed by NAVELLIER & ASSOCIATES INC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).