Position in NDAQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,655
-$127 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,049
of 1,081 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ 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. NDAQ ranks #5 (2.5% of the industry book) .
All Filings in NDAQ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655 | 21 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,782 | 21 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $2,937 | 38 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,263 | 31 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $426,282 | 7,332 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $356,261 | 7,332 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $365,500 | 7,332 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $400,840 | 7,332 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $449,818 | 7,332 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $415,577 | 7,332 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $372,808 | 2,444 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $435,520 | 2,444 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $712,983 | 3,395 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $655,302 | 3,395 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $746,271 | 4,245 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $625,967 | 4,245 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $563,481 | 4,245 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||