Position in IT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,666
-$1,034 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#561
of 647 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $1,659,397 across 5 Information Technology Services names. IT ranks #4 (0.3% of the industry book) .
All Filings in IT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,666 | 36 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,700 | 36 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||