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Worth Financial Advisory Group, LLC: HGER position timeline

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

Worth Financial Advisory Group, LLC held 72,019 HGER shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,019 shares
    Change vs previous 13F +70,269 shares

    0.88% of the 13F portfolio, value $2,113,037.

    13F-HR 0001964358-26-000004 filed by Worth Financial Advisory Group, 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 1,750 shares
    Change vs previous 13F -39,176 shares

    0.49% of the 13F portfolio, value $1,089,302.

    13F-HR 0001964358-26-000002 filed by Worth Financial Advisory Group, 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 40,926 shares
    Change vs previous 13F +3,888 shares

    0.49% of the 13F portfolio, value $1,015,783.

    13F-HR 0001964358-26-000001 filed by Worth Financial Advisory Group, 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 37,038 shares
    Change vs previous 13F +3,248 shares

    0.54% of the 13F portfolio, value $955,580.

    13F-HR 0001964358-25-000002 filed by Worth Financial Advisory Group, 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 33,790 shares
    Change vs previous 13F +14,949 shares

    0.5% of the 13F portfolio, value $820,759.

    13F-HR 0001085146-25-003895 filed by Worth Financial Advisory Group, 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 18,841 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $453,126.

    13F-HR 0001085146-25-002209 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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