Heritage Wealth Advisors
Position in BIPH — Brookfield Infrastructure Partners L.P.
CIK 1591122
RICHMOND, VA
Position in BIPH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,649
+$304 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 350 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Heritage Wealth Advisors holds $180,320 across 4 Utilities - Diversified names. BIPH ranks #4 (8.1% of the industry book) .
All Filings in BIPH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,649 | 950 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,345 | 950 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,475 | 950 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,064 | 950 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,067 | 950 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,360 | 750 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,495 | 750 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,437 | 750 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,707 | 550 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $10,125 | 550 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $16,780 | 1,000 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||