Heritage Wealth Advisors

Position in ALC — Alcon Inc

CIK 1591122 RICHMOND, VA

Position in ALC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$753

-$35 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $762,757 across 6 Medical Instruments & Supplies names.

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	1,780	$707,870
2	SOLV	Solventum Corp	386	$29,779
3	WST	West Pharmaceutical Services Inc	41	$14,719
4	BAX	Baxter International Inc	320	$6,822
5	BDX	Becton Dickinson & Co	12	$1,815
6	ATR	Aptargroup, Inc.	14	$1,752

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$753	10	0.0%	Shares	Sole	2026-05-14
2025-12-31	$788	10	0.0%	Shares	Sole	2026-02-13
2025-09-30	$745	10	0.0%	Shares	Sole	2025-11-13
2025-06-30	$882	10	-95.5%	Shares	Sole	2025-08-11
2023-09-30	$17,261	224	0.0%	Shares	Sole	2024-12-12
2023-06-30	$18,392	224	0.0%	Shares	Sole	2024-12-12
2023-03-31	$15,800	224	0.0%	Shares	Sole	2023-05-04
2022-12-31	$15,355	224	0.0%	Shares	Sole	2024-12-12
2022-09-30	$13,032	224	0.0%	Shares	Sole	2024-12-12
2022-06-30	$15,655	224	0.0%	Shares	Sole	2022-08-04
2022-03-31	$17,769	224	0.0%	Shares	Sole	2022-05-11
2021-12-31	$19,514	224	0.0%	Shares	Sole	2022-03-28
2021-09-30	$18,025	224	0.0%	Shares	Sole	2021-11-02
2021-06-30	$15,738	224	0.0%	Shares	Sole	2021-08-09
2021-03-31	$15,720	224	0.0%	Shares	Sole	2021-04-27
2020-12-31	$14,779	224	0.0%	Shares	Sole	2021-02-01
2020-09-30	$12,756	224	0.0%	Shares	Sole	2020-11-03
2020-06-30	$12,839	224	0.0%	Shares	Sole	2020-07-17
2020-03-31	$11,383	224	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.