HERITAGE OAK WEALTH ADVISORS LLC: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE OAK WEALTH ADVISORS LLC on GEV, newest first. How the timeline and the estimate are built.

HERITAGE OAK WEALTH ADVISORS LLC held 0 GEV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -2,072 shares
13F-HR 0002035533-26-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
Accepted 2026-10-14 14:16:18 UTC, ingested 2026-10-14 14:17:28 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 2,072 shares
Change vs previous 13F not available
0.72% of the 13F portfolio, value $2,434,630.
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).