Heritage Wealth Management, Inc.

Position in SNOW — Snowflake Inc.

CIK 1944755 CINCINNATI, OH

Position in SNOW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$212,507

-$288,001 QoQ

Shares Held

835

-77.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,157

of 1,453 holders

Holding Since

Jun 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $1,641,414 across 3 Software - Application names. SNOW ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	3,213	$719,551
2	CRM	Salesforce, Inc.	4,528	$709,356
3	SNOW	Snowflake Inc. This page	835	$212,507

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,507	835	-77.5%	Shares	Sole	2026-07-28
2024-06-30	$500,508	3,705	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.