Heritage Wealth Advisors

Position in ATR — Aptargroup, Inc.

CIK 1591122 RICHMOND, VA

Position in ATR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,752

-$12 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#514

of 553 holders

Holding Since

Jun 2022

17 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. ATR ranks #6 (0.2% of the industry book) .

#	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. This page	14	$1,752

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,752	14	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,764	14	-97.8%	Shares	Sole	2026-05-14
2025-12-31	$76,834	630	0.0%	Shares	Sole	2026-02-13
2025-09-30	$84,205	630	0.0%	Shares	Sole	2025-11-13
2025-06-30	$98,550	630	0.0%	Shares	Sole	2025-08-11
2025-03-31	$93,479	630	-18.2%	Shares	Sole	2025-05-08
2024-12-31	$120,967	770	0.0%	Shares	Sole	2025-02-12
2024-09-30	$123,346	770	0.0%	Shares	Sole	2024-11-12
2024-06-30	$108,423	770	-56.5%	Shares	Sole	2024-12-12
2024-03-31	$254,685	1,770	0.0%	Shares	Sole	2024-12-12
2023-12-31	$218,807	1,770	0.0%	Shares	Sole	2024-12-12
2023-09-30	$221,320	1,770	0.0%	Shares	Sole	2024-12-12
2023-06-30	$205,072	1,770	0.0%	Shares	Sole	2024-12-12
2023-03-31	$209,196	1,770	0.0%	Shares	Sole	2023-05-04
2022-12-31	$194,664	1,770	0.0%	Shares	Sole	2024-12-12
2022-09-30	$168,203	1,770	0.0%	Shares	Sole	2024-12-12
2022-06-30	$182,681	1,770	—	Shares	Sole	2022-08-04
No filing history on record for this holder in this stock.