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Heritage Wealth Management, Inc. /CA/ → SNOW
Heritage Wealth Management, Inc. /CA/ SNOW Position History
Snowflake Inc. • Technology
Quarters held
1
Latest value
$5.4M
Q3 2026
Peak value
$5.4M
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 15.8K | — | — |