Position in ARR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$349
+$16 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 248 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $39,110 across 3 REIT - Mortgage names. ARR ranks #3 (0.9% of the industry book) .
All Filings in ARR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349 | 20 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $333 | 20 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $353 | 20 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $298 | 20 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $336 | 20 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $342 | 20 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $377 | 20 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $408 | 20 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $387 | 20 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $395 | 20 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $386 | 20 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $437 | 103 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $548 | 103 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $540 | 103 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $579 | 103 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $501 | 103 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $725 | 103 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $865 | 103 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,000 | 102 | Shares | Sole | 2022-03-28 | |
| No filing history on record for this holder in this stock. | ||||||