Back to PIPR
Heritage Wealth Management, Inc. → PIPR
Heritage Wealth Management, Inc. PIPR Position History
Piper Sandler Companies • Financial Services
Quarters held
4
Latest value
$366K
Q3 2026
Peak value
$471K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $424K |
| Q4 2025 | $471K |
| Q2 2026 | $401K |
| Q3 2026 | $366K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $366K | 5.5K | — | — |
| Q2 2026 | $401K | 5.5K | — | — |
| Q4 2025 | $471K | 1.4K | — | — |
| Q3 2025 | $424K | 1.2K | — | — |
Other funds holding PIPR
$213.3M
$211.2M
$211.2M
$85.1M
$85.1M