Boulder Growth & Income Fund shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Boulder Growth & Income Fund
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Quarterly reported holdings in Boulder Growth & Income Fund by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 22k | 18.16 |
| 2025-06-30 | $414k | 23k | 17.68 |
| 2025-03-31 | $510k | 30k | 17.25 |
| 2024-12-31 | $504k | 32k | 16.02 |
| 2024-09-30 | $501k | 32k | 15.80 |
| 2024-06-30 | $462k | 32k | 14.57 |
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