Position in B
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$316,098
-$49,217 QoQ
Shares Held
8,606
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#673
of 1,002 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $825,128 across 2 Gold names. B ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
5,450 | $509,030 | |
| 2 | B |
Barrick Mining Corp
This page
|
8,606 | $316,098 |
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,098 | 8,606 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $365,315 | 8,956 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $394,388 | 9,056 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $296,765 | 9,056 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||