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HERITAGE OAK WEALTH ADVISORS LLC: IAI position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 16,284 IAI 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 16,284 shares
    Change vs previous 13F +711 shares

    0.88% of the 13F portfolio, value $2,868,264.

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

  2. period ended2026-06-30
    13F 15,573 shares
    Change vs previous 13F -458 shares

    0.81% of the 13F portfolio, value $2,730,414.

    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 16,031 shares
    Change vs previous 13F +1,418 shares

    0.84% of the 13F portfolio, value $2,631,970.

    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 14,613 shares
    Change vs previous 13F -9 shares

    0.97% of the 13F portfolio, value $2,621,134.

    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 14,622 shares
    Change vs previous 13F -310 shares

    0.94% of the 13F portfolio, value $2,586,339.

    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 14,932 shares
    Change vs previous 13F +64 shares

    0.98% of the 13F portfolio, value $2,525,598.

    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 14,868 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,083,155.

    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).