Dex shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Dex (DXCM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Dex
Tip: Access up to 7 years of quarterly data
All positions including Dex held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dex by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151k | 2.2k | 67.29 |
| 2025-06-30 | $195k | 2.2k | 87.29 |
| 2025-03-31 | $153k | 2.2k | 68.29 |
| 2024-12-31 | $174k | 2.2k | 77.77 |
| 2024-09-30 | $150k | 2.2k | 67.04 |
| 2024-06-30 | $254k | 2.2k | 113.38 |
| 2024-03-31 | $310k | 2.2k | 138.70 |
| 2023-12-31 | $278k | 2.2k | 124.09 |
| 2023-09-30 | $209k | 2.2k | 93.30 |
| 2023-06-30 | $336k | 2.6k | 128.51 |
| 2023-03-31 | $304k | 2.6k | 116.18 |
| 2022-12-31 | $296k | 2.6k | 113.24 |
| 2022-09-30 | $236k | 2.9k | 80.38 |
| 2022-06-30 | $64k | 864 | 74.07 |