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HERITAGE OAK WEALTH ADVISORS LLC: KHPI position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 715,635 KHPI 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 715,635 shares
    Change vs previous 13F +7,604 shares

    5.51% of the 13F portfolio, value $18,615,597.

    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).

  2. period ended2026-03-31
    13F 708,031 shares
    Change vs previous 13F +127,943 shares

    5.49% of the 13F portfolio, value $17,266,869.

    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).

  3. period ended2025-12-31
    13F 580,088 shares
    Change vs previous 13F +98,062 shares

    5.54% of the 13F portfolio, value $14,997,693.

    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).

  4. period ended2025-09-30
    13F 482,026 shares
    Change vs previous 13F +9,287 shares

    4.47% of the 13F portfolio, value $12,306,131.

    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).

  5. period ended2025-06-30
    13F 472,739 shares
    Change vs previous 13F +2,384 shares

    4.62% of the 13F portfolio, value $11,950,847.

    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).

  6. period ended2025-03-31
    13F 470,355 shares
    Change vs previous 13F +154,700 shares

    4.95% of the 13F portfolio, value $11,269,716.

    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).

  7. period ended2024-12-31
    13F 315,655 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $7,976,602.

    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).