Heritage Wealth Advisors
Position in WST — West Pharmaceutical Services Inc
CIK 1591122
RICHMOND, VA
Position in WST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,719
+$4,443 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#714
of 827 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $762,757 across 6 Medical Instruments & Supplies names. WST ranks #3 (1.9% of the industry book) .
All Filings in WST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,719 | 41 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,276 | 41 | Shares | Sole | 2026-05-14 | |
| 2021-06-30 | $40,937 | 114 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $111,021 | 394 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $111,624 | 394 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||