Heritage Wealth Management, Inc. /CA/
Position in OWL — Blue Owl Capital Inc.
CIK 2012170
SAN DIEGO, CA
Position in OWL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$100,992
New position
Shares Held
11,542
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#433
of 572 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Heritage Wealth Management, Inc. /CA/ holds $100,992 across 1 Asset Management name. OWL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
This page
|
11,542 | $100,992 |
All Filings in OWL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,992 | 11,542 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||