Heritage Wealth Management, Inc.
Holdings in RVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $507,230 | 31,505 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $542,258 | 33,618 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $505,950 | 33,618 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $654,783 | 45,982 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $737,354 | 46,668 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $712,340 | 45,372 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $668,383 | 46,191 | Shares | Sole | 2024-09-09 |