HERITAGE OAK WEALTH ADVISORS LLC: AMD position timeline

HERITAGE OAK WEALTH ADVISORS LLC held 8,406 AMD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,406 shares

   Change vs previous 13F +3,494 shares

   1.45% of the 13F portfolio, value $4,883,342.

   13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,912 shares

   Change vs previous 13F -273 shares

   0.32% of the 13F portfolio, value $999,202.

   13F-HR 0002035533-26-000002 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,185 shares

   Change vs previous 13F +5,185 shares

   0.41% of the 13F portfolio, value $1,110,420.

   13F-HR 0002035533-26-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -3,942 shares

   13F-HR 0002035533-25-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 3,942 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $646,803.

   13F-HR 0002035324-24-000005 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).