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Heritage Wealth Management, Inc. /CA/ → EONR-WT

Heritage Wealth Management, Inc. /CA/ EONR-WT Position History

EON Resources Inc.

Quarters held
5
Latest value
$16K
Q3 2026
Peak value
$20K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10K
Q4 2025$9K
Q1 2026$20K
Q2 2026$12K
Q3 2026$16K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16K142.8K——
Q2 2026$12K153.3K——
Q1 2026$20K172.8K——
Q4 2025$9K191.7K——
Q3 2025$10K191.7K——

Other funds holding EONR-WT

Other Heritage Wealth Management, Inc. /CA/ positions

ETHA

ISHARES TR

$14.7M
VGES

VANGUARD SCOTTSDALE FDS

$14.4M
NOW

SERVICENOW INC

$14.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.8M
VGES

VANGUARD SCOTTSDALE FDS

$13.6M
VGES

VANGUARD SCOTTSDALE FDS

$13.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.2M
ETHA

ISHARES TR

$12.6M
Heritage Wealth Management, Inc. /CA/ EONR-WT Holdings: 13F Position History | Track13F