Position in IR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,258
+$5,092 QoQ
Shares Held
2,723
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#599
of 885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IR 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. IR ranks #7 (4.4% 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
|
1,977 | $443,401 | |
| 7 | IR |
Ingersoll Rand Inc.
This page
|
2,723 | $223,258 | |
| 8 | XYL |
Xylem Inc.
|
326 | $38,536 |
All Filings in IR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,258 | 2,723 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $218,166 | 2,723 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $215,716 | 2,723 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $224,974 | 2,723 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $226,499 | 2,723 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $217,921 | 2,723 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $246,774 | 2,728 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $267,289 | 2,723 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $245,358 | 2,701 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $306,688 | 3,230 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $249,808 | 3,230 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $205,815 | 3,230 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $228,041 | 3,489 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $202,990 | 3,489 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $176,866 | 3,385 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $146,435 | 3,385 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $153,928 | 3,658 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $166,457 | 3,306 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $204,542 | 3,306 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $166,655 | 3,306 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $161,365 | 3,306 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $162,688 | 3,306 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $155,222 | 3,407 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $121,289 | 3,407 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $95,804 | 3,407 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $84,493 | 3,407 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||