Position in HIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,782
-$57 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,138
of 1,197 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $51,651,645 across 3 Insurance - Diversified names. HIG ranks #2 (0.0% of the industry book) .
All Filings in HIG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,782 | 21 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,839 | 21 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,893 | 21 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,801 | 21 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,664 | 21 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,598 | 21 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,688 | 52 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,057 | 43 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $23,045 | 325 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $23,406 | 325 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $22,649 | 325 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $41,099 | 542 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $33,571 | 542 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $35,463 | 542 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $38,921 | 542 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $37,419 | 542 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $38,075 | 542 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $33,587 | 542 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $36,200 | 542 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $24,587 | 502 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $18,503 | 502 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $19,352 | 502 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $20,685 | 587 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||