Position in COMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,417
+$577 QoQ
Shares Held
115
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 432 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $74,068 across 4 Real Estate Services names. COMP ranks #4 (1.9% of the industry book) .
All Filings in COMP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417 | 115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $840 | 115 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,215 | 115 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $923 | 115 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $722 | 115 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,003 | 115 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||