Heritage Wealth Advisors
Position in BNT — Brookfield Wealth Solutions Ltd.
CIK 1591122
RICHMOND, VA
Position in BNT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$786
-$87 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Mar 31, 2026Heritage Wealth Advisors holds $48,232,229 across 3 Insurance - Diversified names. BNT ranks #3 (0.0% of the industry book) .
All Filings in BNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $786 | 19 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $873 | 19 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $593 | 13 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $535 | 13 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $452 | 13 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $497 | 13 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $460 | 13 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $349 | 13 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||