Position in AN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,639
-$1,306 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#419
of 504 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AN Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $366,567 across 3 Auto & Truck Dealerships names. AN ranks #2 (7.0% of the industry book) .
All Filings in AN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,639 | 138 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,945 | 138 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,494 | 138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,190 | 138 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,413 | 138 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22,344 | 138 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,437 | 138 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $24,690 | 138 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,994 | 138 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $22,850 | 138 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $20,724 | 138 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $20,893 | 138 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $22,716 | 138 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $18,541 | 138 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $14,807 | 138 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $14,058 | 138 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $15,422 | 138 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $13,742 | 138 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,125 | 138 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $16,802 | 138 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,083 | 138 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $31,508 | 338 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $23,589 | 338 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||