Position in AAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18
+$8 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#572
of 572 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $154,166 across 4 Airlines names. AAL ranks #3 (0.0% of the industry book) .
All Filings in AAL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18 | 1 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10 | 1 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15 | 1 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11 | 1 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11 | 1 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10 | 1 | Shares | Sole | 2025-05-08 | |
| 2024-03-31 | $3,070 | 200 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $12 | 1 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||