Position in NOW
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$520,659
New position
Shares Held
4,980
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $1,641,414 across 3 Software - Application names.
All Filings in NOW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $520,659 | 4,980 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||