Position in PTC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,427
-$4,938 QoQ
Shares Held
171
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#547
of 677 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $1,619,925 across 15 Software - Application names. PTC ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,400 | $761,430 | |
| 2 | INTU |
Intuit Inc.
|
1,051 | $274,311 | |
| 3 | PAYX |
Paychex Inc
|
2,672 | $262,737 | |
| 4 | CRM |
Salesforce, Inc.
|
799 | $125,171 | |
| 5 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 6 | SHOP |
Shopify Inc.
|
310 | $35,395 | |
| 7 | NOW |
ServiceNow, Inc.
|
293 | $29,089 | |
| 8 | PTC |
Ptc Inc.
This page
|
171 | $19,427 |
All Filings in PTC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,427 | 171 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,365 | 171 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $106,964 | 614 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $124,654 | 614 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $105,816 | 614 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $95,139 | 614 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $112,896 | 614 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $112,912 | 625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $113,543 | 625 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $118,087 | 625 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $109,350 | 625 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $88,550 | 625 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $90,502 | 636 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $81,554 | 636 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $73,704 | 614 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||