Lemonade shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Lemonade (LMND) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Lemonade
Tip: Access up to 7 years of quarterly data
All positions including Lemonade held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lemonade by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4k | 274 | 16.13 |
| 2023-09-30 | $3.2k | 274 | 11.62 |
| 2023-06-30 | $4.6k | 274 | 16.85 |
| 2023-03-31 | $3.9k | 274 | 14.26 |
| 2022-12-31 | $3.7k | 274 | 13.68 |
| 2022-09-30 | $6.0k | 274 | 21.90 |
| 2022-06-30 | $5.0k | 279 | 17.92 |
| 2022-03-31 | $2.0k | 89 | 22.47 |
| 2021-12-31 | $4.0k | 89 | 44.94 |
| 2021-09-30 | $4.9k | 73 | 67.01 |
| 2021-06-30 | $9.0k | 71 | 126.76 |
| 2021-03-31 | $6.8k | 73 | 93.12 |
| 2020-12-31 | $9.0k | 71 | 126.76 |
| 2020-09-30 | $2.4k | 48 | 49.73 |