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Disclosery

Advisor OS, LLC: HGER position timeline

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

Advisor OS, LLC held 597,689 HGER shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 597,689 shares
    Change vs previous 13F +23,958 shares

    1.17% of the 13F portfolio, value $17,536,195.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 573,731 shares
    Change vs previous 13F +550,868 shares

    1.29% of the 13F portfolio, value $17,791,398.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 22,863 shares
    Change vs previous 13F +6,837 shares

    0.05% of the 13F portfolio, value $567,459.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 16,026 shares
    Change vs previous 13F +5,590 shares

    0.04% of the 13F portfolio, value $413,471.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 10,436 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $253,490.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 10,436 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $250,986.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 10,436 shares
    Change vs previous 13F -524 shares

    0.03% of the 13F portfolio, value $231,005.

    13F-HR 0001085146-25-000780 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,960 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,752.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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