Position in DOV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$443,401
+$31,296 QoQ
Shares Held
1,977
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#680
of 1,161 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $5,036,539 across 14 Specialty Industrial Machinery names. DOV ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,105 | $1,298,220 | |
| 2 | EMR |
Emerson Electric Co
|
5,997 | $858,470 | |
| 3 | PH |
Parker-Hannifin Corp
|
876 | $856,833 | |
| 4 | ETN |
Eaton Corp plc
|
1,808 | $770,424 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,865 | $504,426 | |
| 6 | DOV |
DOVER Corp
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|
1,977 | $443,401 | |
| 7 | IR |
Ingersoll Rand Inc.
|
2,723 | $223,258 | |
| 8 | XYL |
Xylem Inc.
|
326 | $38,536 |
All Filings in DOV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,401 | 1,977 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $412,105 | 1,977 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $385,989 | 1,977 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $317,811 | 1,905 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $349,053 | 1,905 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $334,670 | 1,905 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $371,448 | 1,980 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $379,645 | 1,980 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $357,291 | 1,980 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $350,836 | 1,980 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $304,543 | 1,980 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $276,229 | 1,980 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $292,347 | 1,980 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $300,841 | 1,980 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $268,111 | 1,980 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $230,828 | 1,980 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $240,213 | 1,980 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $40,480 | 258 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $46,852 | 258 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $40,119 | 258 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,969 | 33 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,525 | 33 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||