Position in LTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,922
+$64 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 286 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LTC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $155,380 across 5 REIT - Healthcare Facilities names. LTC ranks #5 (1.2% of the industry book) .
All Filings in LTC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,922 | 50 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,858 | 50 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,719 | 50 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,843 | 50 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,730 | 50 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,772 | 50 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,727 | 50 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,834 | 50 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,725 | 50 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,625 | 50 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,606 | 50 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,606 | 50 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,651 | 50 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,756 | 50 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,776 | 50 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,872 | 50 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,919 | 50 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,923 | 50 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,707 | 50 | Shares | Sole | 2022-03-28 | |
| No filing history on record for this holder in this stock. | ||||||