Position in P
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$705,170
+$176,762 QoQ
Shares Held
8,950
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#447
of 804 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $2,075,524 across 4 Computer Hardware names. P ranks #1 (34.0% of the industry book) .
All Filings in P
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,170 | 8,950 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $528,408 | 8,950 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $599,739 | 8,950 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $762,671 | 9,100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $523,978 | 9,100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $441,593 | 9,975 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $672,658 | 10,950 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $550,128 | 10,950 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $715,941 | 11,150 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||