American Financial shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of American Financial (AFG) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in American Financial
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Quarterly reported holdings in American Financial by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $526k | 3.6k | 145.72 |
| 2025-06-30 | $480k | 3.8k | 126.21 |
| 2025-03-31 | $303k | 2.3k | 131.34 |
| 2024-12-31 | $316k | 2.3k | 136.93 |
| 2024-09-30 | $310k | 2.3k | 134.60 |
| 2024-06-30 | $307k | 2.6k | 119.65 |
More positions owned by Heritage Wealth Management
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