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P10 shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of P10 (PX) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in P10

Tip: Access up to 7 years of quarterly data

All positions including P10 held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in P10 by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $640k 65k 9.81
2025-09-30 $710k 65k 10.88

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Sprott Physical Gold Trust Unit Ut (PHYS)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Johnson & Johnson (JNJ)
MasterCard Incorporated (MA)
Merck & Co (MRK)
Berkshire Hathaway Cl B CL B (BRK.B)
Amazon (AMZN)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)

View all positions for Heritage Wealth Advisors

Top funds holding P10

FMR
Vanguard Group
River Road Asset Management
BlackRock
Capital World Investors
Massachusetts Financial Services
American Century Companies
Loomis, Sayles and
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Goldman Sachs Group
Daniel D. Thurber
Schroder Investment Management Group
Northern Trust

View all funds holding P10