Heritage Wealth Management, LLC

SEC CIK: 0001834505
Latest filing: Jul 30, 2024

SEC filings (opens in a new tab)

ZWS holding history

Zurn Elkay Water Solutions Corp in every 13F filed by Heritage Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZWS overview All 13F holders of ZWS Full Q2 2024 holdings

Shares (Q2 2024): 11,600
Value: $341.0K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2023

Holdings of ZWS by Heritage Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	11,600	$341.0K	0.2%	−1,533−11.7%	Reduced	Holders
Q1 2024	13,133	$439.6K	0.2%	−478−3.5%	Reduced	Holders
Q4 2023	13,611	$400.3K	0.2%	–	No prior filing	Holders