Heritage Wealth Management, Inc.
- SEC CIK
- 0002012170
- Latest filing
- Jul 22, 2026
AXP holding history
American Express Co in every 13F filed by Heritage Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AXP overviewAll 13F holders of AXPFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 2
- Since Q3 2024