HERITAGE OAK WEALTH ADVISORS LLC: PAVE position timeline

HERITAGE OAK WEALTH ADVISORS LLC held 0 PAVE shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -6,451 shares

   13F-HR 0002035533-26-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 6,451 shares

   Change vs previous 13F -1,199 shares

   0.11% of the 13F portfolio, value $307,261.

   13F-HR 0002035533-25-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 7,650 shares

   Change vs previous 13F -6 shares

   0.13% of the 13F portfolio, value $333,387.

   13F-HR 0002035533-25-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 7,656 shares

   Change vs previous 13F -21,512 shares

   0.13% of the 13F portfolio, value $288,861.

   13F-HR 0002036775-25-000004 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 29,168 shares

   Change vs previous 13F not available

   0.55% of the 13F portfolio, value $1,178,679.

   13F-HR 0002035533-25-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).