Heritage Wealth Advisors

Position in JLL — Jones Lang Lasalle Inc

CIK 1591122 RICHMOND, VA

Position in JLL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,579

+$102 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#598

of 657 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $74,068 across 4 Real Estate Services names. JLL ranks #2 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	482	$64,920
2	JLL	Jones Lang Lasalle Inc This page	18	$5,579
3	CSGP	Costar Group, Inc.	76	$2,152
4	COMP	Compass, Inc.	115	$1,417

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,579	18	0.0%	Shares	Sole	2026-08-14
2026-03-31	$5,477	18	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.