Position in ARM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,182
+$8,131 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#892
of 955 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $17,267,360 across 13 Semiconductors names. ARM ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
18,444 | $3,690,459 | |
| 2 | AVGO |
Broadcom Inc.
|
8,909 | $3,365,374 | |
| 3 | MU |
Micron Technology Inc
|
2,832 | $3,268,949 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
6,156 | $2,939,920 | |
| 5 | INTC |
Intel Corp
|
8,698 | $1,214,501 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,918 | $724,007 | |
| 7 | MCHP |
Microchip Technology Inc
|
7,612 | $694,214 | |
| 8 | TXN |
Texas Instruments Inc
|
2,284 | $680,791 |
All Filings in ARM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,182 | 40 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,051 | 40 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,372 | 40 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,659 | 40 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,469 | 40 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,135 | 20 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||