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Disclosery

Sanctuary Advisors, LLC: HRTG position timeline

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

Sanctuary Advisors, LLC held 0 HRTG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -61,233 shares

    13F-HR 0001777271-26-000007 filed by Sanctuary Advisors, LLC
    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 ended2026-03-31
    13F 61,233 shares
    Change vs previous 13F -6,488 shares

    0.01% of the 13F portfolio, value $1,607,366.

    13F-HR 0001777271-26-000006 filed by Sanctuary Advisors, 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 67,721 shares
    Change vs previous 13F +7,779 shares

    0.01% of the 13F portfolio, value $1,981,516.

    13F-HR 0001777271-26-000005 filed by Sanctuary Advisors, 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/A 59,942 shares
    Change vs previous 13F +5,385 shares

    0.01% of the 13F portfolio, value $1,509,340.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary Advisors, 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 54,557 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,360,652.

    13F-HR 0001777271-26-000002 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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