Heritage Wealth Management, Inc.
Holdings in STEW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $368,130 | 19,856 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $402,389 | 22,158 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $413,853 | 23,408 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $509,582 | 29,541 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $503,973 | 31,459 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $501,002 | 31,709 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $461,365 | 31,709 | Shares | Sole | 2024-09-09 |