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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

PBI holding history

Pitney Bowes 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.

PBI overviewAll 13F holders of PBIFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of PBI by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−15,000−100.0%Sold outHolders
Q4 202315,000$66.0K<0.1%+15,000NewHolders