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Heritage Wealth Management, Inc. → STEW
Heritage Wealth Management, Inc. STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
4
Latest value
$333K
Q3 2026
Peak value
$402K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $402K |
| Q4 2025 | $368K |
| Q2 2026 | $355K |
| Q3 2026 | $333K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $333K | 19.2K | — | — |
| Q2 2026 | $355K | 19.9K | — | — |
| Q4 2025 | $368K | 19.9K | — | — |
| Q3 2025 | $402K | 22.2K | — | — |