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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

NEM holding history

NEWMONT Corp 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.

NEM overviewAll 13F holders of NEMFull Q2 2026 holdings

Shares (Q2 2026)
254
Value
$23.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NEM by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026254$23.7K<0.1%+28+12.4%AddedHolders
Q1 2026226$24.5K<0.1%00.0%UnchangedHolders
Q4 2025226$22.6K<0.1%−24−9.6%ReducedHolders
Q3 2025250$21.1K<0.1%00.0%UnchangedHolders
Q2 2025250$14.6K<0.1%00.0%UnchangedHolders
Q1 2025250$12.1K<0.1%−27−9.7%ReducedHolders
Q4 2024277$10.3K<0.1%+5+1.8%AddedHolders
Q3 2024272$14.6K<0.1%+22+8.8%AddedHolders
Q2 2024250$10.5K<0.1%−695−73.5%ReducedHolders
Q1 2024945$33.9K<0.1%+945AddedHolders
Q4 20230$9<0.1%0UnchangedHolders
Q3 20230$8<0.1%−732,564−100.0%ReducedHolders
Q2 2023732,564$31.3M1.7%+15,061+2.1%AddedHolders
Q1 2023717,503$35.2M2.0%+50,645+7.6%AddedHolders
Q4 2022666,858$31.5M1.8%+17,651+2.7%AddedHolders
Q3 2022649,207$27.3M2.0%+223,696+52.6%AddedHolders
Q2 2022425,511$25.4M1.8%+99,761+30.6%AddedHolders
Q1 2022325,750$25.9M1.4%+51,908+19.0%AddedHolders
Q4 2021273,842$17.0M0.9%+30,495+12.5%AddedHolders
Q3 2021243,347$13.2M0.8%+19,663+8.8%AddedHolders
Q2 2021223,684$14.2M0.9%+23,746+11.9%AddedHolders
Q1 2021199,938$12.1M0.7%––Holders

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