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HERITAGE OAK WEALTH ADVISORS LLC: GRID position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 8,125 GRID shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,125 shares
    Change vs previous 13F +511 shares

    0.44% of the 13F portfolio, value $1,439,019.

    13F-HR 0002035533-26-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,614 shares
    Change vs previous 13F -223 shares

    0.43% of the 13F portfolio, value $1,459,985.

    13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,837 shares
    Change vs previous 13F -891 shares

    0.41% of the 13F portfolio, value $1,281,976.

    13F-HR 0002035533-26-000002 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,728 shares
    Change vs previous 13F +206 shares

    0.49% of the 13F portfolio, value $1,335,559.

    13F-HR 0002035533-26-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,522 shares
    Change vs previous 13F -116 shares

    0.47% of the 13F portfolio, value $1,287,504.

    13F-HR 0002035533-25-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,638 shares
    Change vs previous 13F +29 shares

    0.46% of the 13F portfolio, value $1,200,855.

    13F-HR 0002035533-25-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,609 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $973,936.

    13F-HR 0002036775-25-000004 filed by HERITAGE OAK WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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