Position in TDY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$472,165
+$43,818 QoQ
Shares Held
708
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#507
of 885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDY Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $507,872 across 2 Scientific & Technical Instruments names. TDY ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
This page
|
708 | $472,165 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
102 | $35,707 |
All Filings in TDY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,165 | 708 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $428,347 | 708 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $361,596 | 708 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $414,916 | 708 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $362,715 | 708 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $352,378 | 708 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $328,604 | 708 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $309,863 | 708 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $274,689 | 708 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $303,958 | 708 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $315,973 | 708 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $289,274 | 708 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $291,065 | 708 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $316,730 | 708 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $283,136 | 708 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $238,928 | 708 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $268,578 | 716 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $338,403 | 716 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $312,813 | 716 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $307,579 | 716 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $299,882 | 716 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $292,864 | 708 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $277,521 | 708 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $219,628 | 708 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $220,152 | 708 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $210,467 | 708 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||