Position in ELME
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$96
-$34 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 159 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELME Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $774,650 across 4 REIT - Residential names. ELME ranks #4 (0.0% of the industry book) .
All Filings in ELME
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96 | 65 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $130 | 65 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,131 | 65 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,095 | 65 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,033 | 65 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,131 | 65 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $992 | 65 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,143 | 65 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,035 | 65 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,044 | 75 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,095 | 75 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,023 | 75 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,233 | 75 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,160 | 65 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,157 | 65 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,141 | 65 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||