HERITAGE OAK WEALTH ADVISORS LLC: MU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE OAK WEALTH ADVISORS LLC on MU, newest first. How the timeline and the estimate are built.
HERITAGE OAK WEALTH ADVISORS LLC held 408 MU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 408 sharesChange vs previous 13F -3,243 shares
0.13% of the 13F portfolio, value $434,343.
13F-HR 0002035533-26-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
Accepted , ingested - period ended2026-06-3013F 3,651 sharesChange vs previous 13F not available
1.25% of the 13F portfolio, value $4,214,144.
13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec ยง4.2).