Position in CAH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$63,393
+$1,743 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CAH Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Mar 31, 2026Heritage Wealth Advisors holds $668,623 across 5 Medical Distribution names. CAH ranks #3 (9.5% of the industry book) .
All Filings in CAH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,393 | 300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $61,650 | 300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,786 | 228 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,304 | 228 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $31,411 | 228 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,965 | 228 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25,198 | 228 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $36,181 | 368 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $41,179 | 368 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $37,094 | 368 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $31,949 | 368 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $34,801 | 368 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $27,784 | 368 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $28,288 | 368 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $24,538 | 368 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $19,235 | 368 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,659 | 188 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $9,680 | 188 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $6,825 | 138 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,878 | 138 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $8,383 | 138 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,391 | 138 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,521 | 75 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,914 | 75 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $3,595 | 75 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||