Position in STAG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,836
+$1,200 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#440
of 541 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STAG Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $274,214 across 5 REIT - Industrial names. STAG ranks #2 (8.3% of the industry book) .
All Filings in STAG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,836 | 600 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,636 | 600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,056 | 600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,174 | 600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,768 | 600 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,672 | 600 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,292 | 600 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $23,454 | 600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,636 | 600 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $23,064 | 600 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $23,556 | 600 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $17,255 | 500 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $14,352 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $13,528 | 400 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||