Position in BAX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,822
+$1,446 QoQ
Shares Held
320
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#554
of 682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $762,757 across 6 Medical Instruments & Supplies names. BAX ranks #4 (0.9% of the industry book) .
All Filings in BAX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,822 | 320 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,376 | 320 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,115 | 320 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,286 | 320 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,689 | 320 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,953 | 320 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,331 | 320 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,150 | 320 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,704 | 320 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $13,676 | 320 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $12,371 | 320 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $42,834 | 1,135 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $53,988 | 1,185 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $48,063 | 1,185 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $60,399 | 1,185 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $63,824 | 1,185 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $76,112 | 1,185 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $91,884 | 1,185 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $101,720 | 1,185 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $102,226 | 1,271 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $102,315 | 1,271 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $107,196 | 1,271 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $101,985 | 1,271 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $106,797 | 1,328 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $102,028 | 1,185 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $96,210 | 1,185 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||