Skip to content
Disclosery

PLANWISER FINANCIAL, LLC: HGER position timeline

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

PLANWISER FINANCIAL, LLC held 104,199 HGER shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,199 shares
    Change vs previous 13F +2,579 shares

    2.12% of the 13F portfolio, value $3,057,199.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 101,620 shares
    Change vs previous 13F -35,001 shares

    2.3% of the 13F portfolio, value $3,172,576.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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 136,621 shares
    Change vs previous 13F +27,038 shares

    2.71% of the 13F portfolio, value $3,620,457.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 109,583 shares
    Change vs previous 13F -5,496 shares

    2.32% of the 13F portfolio, value $2,918,195.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 115,079 shares
    Change vs previous 13F +12,875 shares

    2.43% of the 13F portfolio, value $2,853,959.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 102,204 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $2,412,014.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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