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Disclosery

Invesco Ltd.: HRTG position timeline

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

Invesco Ltd. held 43,741 HRTG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,741 shares
    Change vs previous 13F -184,979 shares

    <0.01% of the 13F portfolio, value $1,140,765.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 228,720 shares
    Change vs previous 13F +151,299 shares

    <0.01% of the 13F portfolio, value $6,003,901.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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 77,421 shares
    Change vs previous 13F +25,711 shares

    <0.01% of the 13F portfolio, value $2,265,339.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 51,710 shares
    Change vs previous 13F -360,451 shares

    <0.01% of the 13F portfolio, value $1,302,058.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 412,161 shares
    Change vs previous 13F -320,178 shares

    <0.01% of the 13F portfolio, value $10,279,295.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 732,339 shares
    Change vs previous 13F -212,300 shares

    <0.01% of the 13F portfolio, value $10,560,328.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 944,639 shares
    Change vs previous 13F +182,624 shares

    <0.01% of the 13F portfolio, value $11,430,132.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 762,015 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,327,063.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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