Heritage Wealth Advisors

Position in POOL — Pool Corp

CIK 1591122 RICHMOND, VA

Position in POOL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$91,117

-$11,059 QoQ

Shares Held

424

-16.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#465

of 605 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Advisors holds $527,286 across 4 Industrial Distribution names. POOL ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	8,726	$419,109
2	POOL	Pool Corp This page	424	$91,117
3	GWW	W.W. Grainger, Inc.	10	$13,604
4	QXO	QXO, Inc.	200	$3,456

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$91,117	424	-16.0%	Shares	Sole	2026-08-14
2026-03-31	$102,176	505	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.