Hagerty shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Hagerty (HGTY) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Hagerty
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Quarterly reported holdings in Hagerty by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $11k | 1.2k | 9.04 |
| 2024-12-31 | $1.6k | 165 | 9.65 |
| 2024-09-30 | $1.7k | 165 | 10.18 |
| 2024-06-30 | $1.7k | 165 | 10.40 |
| 2024-03-31 | $1.5k | 165 | 9.15 |
| 2023-12-31 | $1.3k | 165 | 7.80 |
| 2023-09-30 | $1.3k | 165 | 8.18 |
| 2023-06-30 | $1.5k | 165 | 9.36 |
| 2023-03-31 | $1.4k | 165 | 8.75 |
| 2022-12-31 | $1.4k | 165 | 8.41 |