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Heritage Wealth Management, Inc. /CA/

Position in AMCR — Amcor plc

CIK 2012170 SAN DIEGO, CA

Position in AMCR

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$345,499
+$78,658 QoQ
Shares Held
7,970
+18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#446
of 690 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMCR Over Time

Shares Held

Position Value (USD)

Position in Packaging & Containers

Consumer Cyclical · as of Jun 30, 2026

Heritage Wealth Management, Inc. /CA/ holds $531,837 across 2 Packaging & Containers names. AMCR ranks #1 (65.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMCR
Amcor plc
This page
7,970 $345,499

All Filings in AMCR

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $345,499 7,970
2026-03-31 $266,841 6,713
2025-12-31 $240,200 28,801