Position in COO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,583
-$2,065,939 QoQ
Shares Held
162
-99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $762,757 across 6 Medical Instruments & Supplies names.
All Filings in COO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,583 | 162 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,077,522 | 25,348 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||