Position in BNL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,637
+$3,789 QoQ
Shares Held
1,579
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#320
of 377 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNL Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $143,086 across 4 REIT - Diversified names. BNL ranks #2 (22.8% of the industry book) .
All Filings in BNL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,637 | 1,579 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,848 | 1,579 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,427 | 1,579 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,216 | 1,579 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,342 | 1,579 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,906 | 1,579 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,663 | 1,429 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $27,079 | 1,429 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,678 | 1,429 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||