Hagerty shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Hagerty (HGTY) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Hagerty
Tip: Access up to 7 years of quarterly data
All positions including Hagerty held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Hagerty by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36 | 3 | 12.33 |
| 2025-06-30 | $30 | 3 | 10.33 |
| 2025-03-31 | $12k | 1.3k | 9.04 |
| 2024-12-31 | $12k | 1.3k | 9.65 |
| 2024-09-30 | $13k | 1.3k | 10.17 |
| 2024-06-30 | $13k | 1.3k | 10.40 |
| 2024-03-31 | $12k | 1.3k | 9.15 |
| 2023-12-31 | $9.9k | 1.3k | 7.80 |
| 2023-09-30 | $10k | 1.3k | 8.17 |
| 2023-06-30 | $12k | 1.3k | 9.36 |
| 2023-03-31 | $11k | 1.3k | 8.74 |
| 2022-12-31 | $11k | 1.3k | 8.41 |
| 2022-09-30 | $11k | 1.3k | 8.63 |
| 2022-06-30 | $15k | 1.3k | 11.76 |
| 2022-03-31 | $14k | 1.3k | 10.98 |
| 2021-12-31 | $18k | 1.3k | 14.12 |
More positions owned by Center for Financial Planning
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