Heritage Wealth Advisors

Position in KD — Kyndryl Holdings, Inc.

CIK 1591122 RICHMOND, VA

Position in KD

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

Position Value

$542

-$87 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#556

of 665 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Wealth Advisors holds $1,659,397 across 5 Information Technology Services names. KD ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	4,661	$1,310,719
2	BR	Broadridge Financial Solutions, Inc.	2,130	$291,703
3	ACN	Accenture plc	416	$51,767
4	IT	Gartner Inc	36	$4,666
5	KD	Kyndryl Holdings, Inc. This page	48	$542

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542	48	0.0%	Shares	Sole	2026-08-14
2026-03-31	$629	48	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,274	48	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,441	48	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,014	48	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,507	48	0.0%	Shares	Sole	2025-05-08
2024-12-31	$1,660	48	0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,103	48	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,262	48	0.0%	Shares	Sole	2024-12-12
2024-03-31	$1,044	48	-80.6%	Shares	Sole	2024-12-12
2023-12-31	$5,153	248	0.0%	Shares	Sole	2024-12-12
2023-09-30	$3,744	248	0.0%	Shares	Sole	2024-12-12
2023-06-30	$3,293	248	0.0%	Shares	Sole	2024-12-12
2023-03-31	$3,660	248	-18.2%	Shares	Sole	2023-05-04
2022-12-31	$3,369	303	0.0%	Shares	Sole	2024-12-12
2022-09-30	$2,505	303	-3.8%	Shares	Sole	2024-12-12
2022-06-30	$3,080	315	-38.6%	Shares	Sole	2022-08-04
2022-03-31	$6,730	513	-50.3%	Shares	Sole	2022-05-11
2021-12-31	$18,679	1,032	—	Shares	Sole	2022-03-28
No filing history on record for this holder in this stock.