Position in TDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,660
+$866 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,067
of 1,142 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $62,030,573 across 12 Aerospace & Defense names. TDG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
312,800 | $59,347,544 | |
| 2 | GE |
General Electric Co
|
4,440 | $1,659,361 | |
| 3 | GD |
General Dynamics Corp
|
849 | $300,749 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,215 | $268,612 | |
| 5 | BA |
Boeing Co
|
1,193 | $258,248 | |
| 6 | HEI |
Heico Corp
|
300 | $77,373 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
150 | $43,588 | |
| 8 | LMT |
Lockheed Martin Corp
|
50 | $25,473 |
All Filings in TDG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,660 | 5 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,794 | 5 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,649 | 5 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,590 | 5 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,603 | 5 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,916 | 5 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,603 | 6 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,135 | 5 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||