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HERITAGE OAK WEALTH ADVISORS LLC: HUM position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 3,463 HUM 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 3,463 shares
    Change vs previous 13F +101 shares

    0.41% of the 13F portfolio, value $1,321,441.

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

  2. period ended2026-06-30
    13F 3,362 shares
    Change vs previous 13F +12 shares

    0.4% of the 13F portfolio, value $1,338,330.

    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 3,350 shares
    Change vs previous 13F +24 shares

    0.19% of the 13F portfolio, value $583,757.

    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 3,326 shares
    Change vs previous 13F +10 shares

    0.32% of the 13F portfolio, value $854,952.

    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 3,316 shares
    Change vs previous 13F -2,974 shares

    0.31% of the 13F portfolio, value $862,705.

    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 6,290 shares
    Change vs previous 13F +24 shares

    0.59% of the 13F portfolio, value $1,537,817.

    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 6,266 shares
    Change vs previous 13F -2,966 shares

    0.73% of the 13F portfolio, value $1,657,984.

    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).

  8. period ended2024-12-31
    13F 9,232 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,342,251.

    13F-HR 0002035533-25-000001 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).