Position in SNA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,825
-$32,639 QoQ
Shares Held
94
-51.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#905
of 1,061 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNA Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $59,257 across 2 Tools & Accessories names. SNA ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
This page
|
94 | $37,825 | |
| 2 | TTC |
Toro Co
|
220 | $21,432 |
All Filings in SNA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,825 | 94 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $70,464 | 194 | Shares | Sole | 2026-05-14 | |
| 2021-03-31 | $28,842 | 125 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $21,392 | 125 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||