Back to USB-PS
Heritage Wealth Management, Inc. → USB-PS
Heritage Wealth Management, Inc. USB-PS Position History
USB-PS
Quarters held
4
Latest value
$15.7M
Q3 2026
Peak value
$16.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.5M |
| Q4 2025 | $14.8M |
| Q2 2026 | $16.6M |
| Q3 2026 | $15.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.7M | 272.3K | — | — |
| Q2 2026 | $16.6M | 275.1K | — | — |
| Q4 2025 | $14.8M | 277.6K | — | — |
| Q3 2025 | $13.5M | 278.9K | — | — |