Position in EHC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,433,920
+$71,382 QoQ
Shares Held
14,186
+0.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#259
of 592 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EHC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $1,433,920 across 1 Medical Care Facilities name. EHC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
This page
|
14,186 | $1,433,920 |
All Filings in EHC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,920 | 14,186 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,362,538 | 14,086 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,507,824 | 14,206 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,869,988 | 14,722 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,813,329 | 14,787 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,512,819 | 14,937 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,388,666 | 15,037 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,458,974 | 15,097 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,298,603 | 15,137 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||