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DIMENSIONAL FUND ADVISORS LP: HGTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on HGTY, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 374,615 HGTY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,615 shares
    Change vs previous 13F +103,269 shares

    <0.01% of the 13F portfolio, value $4,465,002.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 271,346 shares
    Change vs previous 13F +89,898 shares

    <0.01% of the 13F portfolio, value $2,857,146.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    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 181,448 shares
    Change vs previous 13F +60,701 shares

    <0.01% of the 13F portfolio, value $2,438,585.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    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 120,747 shares
    Change vs previous 13F +24,972 shares

    <0.01% of the 13F portfolio, value $1,453,004.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    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 95,775 shares
    Change vs previous 13F +9,191 shares

    <0.01% of the 13F portfolio, value $968,362.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    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 86,584 shares
    Change vs previous 13F +24,550 shares

    <0.01% of the 13F portfolio, value $782,719.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 62,034 shares
    Change vs previous 13F +42,967 shares

    <0.01% of the 13F portfolio, value $598,628.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    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 19,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $193,912.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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