Rli shares owned by Heritage Wealth Advisors
Historical chart of Heritage Wealth Advisors investment in Rli
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All positions including Rli held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Rli by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $542k | 3.5k | 154.98 |
| 2024-06-30 | $492k | 3.5k | 140.69 |
| 2024-03-31 | $1.8M | 14k | 128.42 |
| 2023-12-31 | $466k | 3.5k | 133.12 |
| 2023-09-30 | $476k | 3.5k | 135.89 |
| 2023-06-30 | $478k | 3.5k | 136.47 |
| 2023-03-31 | $465k | 3.5k | 132.91 |
| 2022-12-31 | $459k | 3.5k | 131.27 |
| 2022-09-30 | $358k | 3.5k | 102.29 |
| 2022-06-30 | $408k | 3.5k | 116.57 |
| 2022-03-31 | $387k | 3.5k | 110.57 |
| 2021-12-31 | $392k | 3.5k | 112.10 |
| 2021-09-30 | $351k | 3.5k | 100.27 |
| 2021-06-30 | $366k | 3.5k | 104.59 |
| 2021-03-31 | $391k | 3.5k | 111.57 |
| 2020-12-31 | $365k | 3.5k | 104.29 |
| 2019-06-30 | $18k | 204 | 85.65 |