SEC 13F Intelligence

Heritage Wealth Management, LLC / XPEL

Heritage Wealth Management, LLC’s Xpel Inc Position

Does Heritage Wealth Management, LLC own Xpel Inc (XPEL)? Yes — 81.8K shares worth $3M (+1.61% of its 13F portfolio) as of Q2 2024.

Position Value
$3M
Q2 2024
Shares
81.8K
% of Portfolio
+1.61%
Quarters Held
5
currently held

Position History XPEL

Reported value by quarter
Q3 ’22: $17MQ3 ’22Q4 ’22: $32MQ4 ’22Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202481.8K$3M+1.61%
Q1 202481.8K$4M+2.25%
Q4 202381.8K$4M+2.39%
Q4 2022538.8K$32M+4.62%
Q3 2022269.4K$17M+5.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Management, LLC’s full portfolio or all institutional holders of XPEL.