Heritage Wealth Management, Inc. /CA/
Position in AXON — Axon Enterprise, Inc.
CIK 2012170
SAN DIEGO, CA
Position in AXON
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$399,714
+$91,390 QoQ
Shares Held
713
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#736
of 1,113 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXON Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Heritage Wealth Management, Inc. /CA/ holds $1,227,403 across 3 Aerospace & Defense names. AXON ranks #2 (32.6% of the industry book) .
All Filings in AXON
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,714 | 713 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $308,324 | 726 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $409,477 | 721 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $517,418 | 721 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $596,116 | 720 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $375,002 | 713 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $423,750 | 713 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $269,330 | 674 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $210,881 | 674 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||