Position in MSCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,001
+$526 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#946
of 1,074 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $66,301 across 5 Financial Data & Stock Exchanges names. MSCI ranks #2 (21.1% of the industry book) .
All Filings in MSCI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,001 | 25 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,475 | 25 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,884 | 12 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,808 | 12 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,920 | 12 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,786 | 12 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,400 | 14 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,995 | 12 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $5,162 | 11 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $6,156 | 11 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $20,932 | 45 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||