Position in KMX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$340,928
+$72,904 QoQ
Shares Held
6,446
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#335
of 553 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $366,567 across 3 Auto & Truck Dealerships names. KMX ranks #1 (93.0% of the industry book) .
All Filings in KMX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,928 | 6,446 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $268,024 | 6,446 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $268,393 | 6,946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $313,013 | 6,976 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $468,856 | 6,976 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $540,063 | 6,931 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $566,678 | 6,931 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $617,415 | 7,979 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $585,179 | 7,979 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $695,312 | 7,982 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $612,538 | 7,982 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,260,408 | 17,820 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,491,534 | 17,820 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,145,469 | 17,820 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,107,649 | 18,191 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $870,869 | 13,191 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,193,521 | 13,191 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,326,696 | 13,751 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,824,652 | 14,011 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $1,847,614 | 14,439 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,864,796 | 14,439 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,915,477 | 14,439 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,391,301 | 14,729 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,138,121 | 12,383 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,108,897 | 12,383 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $681,756 | 12,665 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||