Position in SFGYY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78
-$16 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 21 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFGYY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $213,908 across 6 Insurance - Life names. SFGYY ranks #6 (0.0% of the industry book) .
All Filings in SFGYY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78 | 18 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $94 | 18 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | — | 18 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||