Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
KD holding history
Kyndryl Holdings, 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.
KD overviewAll 13F holders of KDFull Q2 2026 holdings
- Shares (Q2 2026)
- 48
- Value
- $543
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 48 | $543 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 48 | $630 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 48 | $1.27K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 48 | $1.44K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 48 | $2.01K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 48 | $1.51K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 48 | $1.66K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 48 | $1.10K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 48 | $1.26K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 48 | $1.04K | <0.1% | −200−80.6% | Reduced | Holders |
| Q4 2023 | 248 | $5.15K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 248 | $3.75K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 248 | $3.29K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 248 | $3.66K | <0.1% | −55−18.2% | Reduced | Holders |
| Q4 2022 | 303 | $3.37K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 303 | $2.51K | <0.1% | −12−3.8% | Reduced | Holders |
| Q2 2022 | 315 | $3.00K | <0.1% | −198−38.6% | Reduced | Holders |
| Q1 2022 | 513 | $7.00K | <0.1% | −519−50.3% | Reduced | Holders |
| Q4 2021 | 1,032 | $19.0K | <0.1% | +1,032 | New | Holders |