Position in MET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$274,221
+$51,241 QoQ
Shares Held
3,241
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#968
of 1,434 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MET Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $1,776,269 across 4 Insurance - Life names. MET ranks #3 (15.4% of the industry book) .
All Filings in MET
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,221 | 3,241 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $222,980 | 3,153 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $248,897 | 3,153 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $272,891 | 3,313 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $265,466 | 3,301 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $265,037 | 3,301 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $284,205 | 3,471 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $286,288 | 3,471 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $243,629 | 3,471 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||