Position in A
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,408
+$2,187 QoQ
Shares Held
116
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#975
of 1,112 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $906,140 across 7 Diagnostics & Research names. A ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
745 | $373,513 | |
| 2 | DHR |
Danaher Corp /De/
|
1,569 | $298,863 | |
| 3 | DGX |
Quest Diagnostics Inc
|
590 | $125,050 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
150 | $78,966 | |
| 5 | A |
Agilent Technologies, Inc.
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|
116 | $15,408 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
6 | $7,665 | |
| 7 | RVTY |
Revvity, Inc.
|
60 | $6,675 |
All Filings in A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,408 | 116 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,221 | 116 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $3,593 | 28 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,304 | 28 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,275 | 28 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,597 | 64 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,760 | 59 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,629 | 28 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $4,074 | 28 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $3,892 | 28 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $3,130 | 28 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $19,961 | 166 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $50,632 | 366 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $54,771 | 366 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $44,487 | 366 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $67,223 | 566 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $74,898 | 566 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $90,361 | 566 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $89,161 | 566 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $83,660 | 566 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $71,961 | 566 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $131,523 | 1,110 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $87,212 | 864 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $76,351 | 864 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $61,879 | 864 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||