Position in GM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,951
+$1,738 QoQ
Shares Held
674
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,282
of 1,548 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $403,491 across 5 Auto Manufacturers names. GM ranks #2 (12.9% of the industry book) .
All Filings in GM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,951 | 674 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $50,213 | 674 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $66,845 | 822 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $53,592 | 879 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $79,375 | 1,613 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $75,765 | 1,611 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $87,948 | 1,651 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $73,627 | 1,642 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $60,072 | 1,293 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $58,501 | 1,290 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $46,193 | 1,286 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $42,300 | 1,283 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $114,754 | 2,976 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $108,902 | 2,969 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $99,641 | 2,962 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $94,858 | 2,956 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $93,692 | 2,950 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $143,029 | 3,270 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $191,720 | 3,270 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $172,361 | 3,270 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $193,485 | 3,270 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $105,151 | 1,830 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $24,984 | 600 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $7,397 | 250 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||