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Montana Technologies Corp shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Montana Technologies Corp (AIRJ) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Montana Technologies Corp

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All positions including Montana Technologies Corp held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Montana Technologies Corp by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 12k 4.69
2025-06-30 $57k 12k 4.63
2025-03-31 $57k 12k 4.61
2024-12-31 $99k 12k 7.97

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Montana Technologies Corp

CI Private Wealth
BlackRock
Vanguard Group
Geode Capital Management
State Street Corporation
Charles Schwab Investment Management
Northern Trust
UBS Group
Kovitz Investment Group Partners
Marshall Wace
HBK Sorce Advisory
HighTower Advisors
Susquehanna International
Royal Bank of Canada
Renaissance Technologies

View all funds holding Montana Technologies Corp