Royce Value Trust shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Royce Value Trust
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Quarterly reported holdings in Royce Value Trust by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $542k | 34k | 16.13 |
| 2025-06-30 | $506k | 34k | 15.05 |
| 2025-03-31 | $655k | 46k | 14.24 |
| 2024-12-31 | $737k | 47k | 15.80 |
| 2024-09-30 | $712k | 45k | 15.70 |
| 2024-06-30 | $662k | 46k | 14.33 |
More positions owned by Heritage Wealth Management
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