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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

CCI holding history

Crown Castle Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCI overviewAll 13F holders of CCIFull Q2 2026 holdings

Shares (Q2 2026)
43
Value
$3.26K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CCI by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643$3.26K<0.1%00.0%UnchangedHolders
Q1 202643$3.50K<0.1%+43NewHolders
Q4 20250$00.0%0Sold outHolders
Q3 20250$6<0.1%0UnchangedHolders
Q2 20250$7<0.1%0UnchangedHolders
Q1 20250$7<0.1%−11−100.0%ReducedHolders
Q4 202411$1.00K<0.1%+1+10.0%AddedHolders
Q3 202410$1.19K<0.1%−499−98.0%ReducedHolders
Q2 2024509$49.7K<0.1%−218−30.0%ReducedHolders
Q1 2024727$76.9K<0.1%−50−6.4%ReducedHolders
Q4 2023777$89.5K<0.1%+776+77,600.0%AddedHolders
Q3 20231$91<0.1%−23−95.8%ReducedHolders
Q2 202324$2.73K<0.1%−114−82.6%ReducedHolders
Q1 2023138$18.5K<0.1%−414−75.0%ReducedHolders
Q4 2022552$74.9K<0.1%+309+127.2%AddedHolders
Q3 2022243$35.1K<0.1%−489−66.8%ReducedHolders
Q2 2022732$123.0K<0.1%+383+109.7%AddedHolders
Q1 2022349$64.0K<0.1%00.0%UnchangedHolders
Q4 2021349$73.0K<0.1%00.0%UnchangedHolders
Q3 2021349$60.5K<0.1%−625−64.2%ReducedHolders
Q2 2021974$190.0K<0.1%−1,651−62.9%ReducedHolders
Q1 20212,625$451.8K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.