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HERITAGE OAK WEALTH ADVISORS LLC: MSMR position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 60,769 MSMR 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 60,769 shares
    Change vs previous 13F +577 shares

    0.63% of the 13F portfolio, value $2,136,622.

    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 60,192 shares
    Change vs previous 13F +4,810 shares

    0.66% of the 13F portfolio, value $2,076,011.

    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 55,382 shares
    Change vs previous 13F -9,929 shares

    0.71% of the 13F portfolio, value $1,928,957.

    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 65,311 shares
    Change vs previous 13F -138,232 shares

    0.8% of the 13F portfolio, value $2,209,223.

    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 203,543 shares
    Change vs previous 13F -1,695 shares

    2.43% of the 13F portfolio, value $6,296,928.

    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 205,238 shares
    Change vs previous 13F +163,528 shares

    2.68% of the 13F portfolio, value $6,097,621.

    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 41,710 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,261,728.

    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).