Back to CINF
Heritage Wealth Management, Inc. → CINF
Heritage Wealth Management, Inc. CINF Position History
Cincinnati Financial Corporation • Financial Services
Quarters held
4
Latest value
$5.2M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q4 2025 | $5.3M |
| Q2 2026 | $6M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 32.4K | — | — |
| Q2 2026 | $6M | 32.4K | — | — |
| Q4 2025 | $5.3M | 32.5K | — | — |
| Q3 2025 | $5.1M | 32.5K | — | — |