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HERITAGE OAK WEALTH ADVISORS LLC: SCHB position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 18,391 SCHB 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 18,391 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $539,040.

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

  2. period ended2026-06-30
    13F 18,391 shares
    Change vs previous 13F -1,040 shares

    0.16% of the 13F portfolio, value $532,603.

    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 19,431 shares
    Change vs previous 13F -689 shares

    0.15% of the 13F portfolio, value $487,718.

    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 20,120 shares
    Change vs previous 13F -1,351 shares

    0.2% of the 13F portfolio, value $527,748.

    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 21,471 shares
    Change vs previous 13F -171 shares

    0.2% of the 13F portfolio, value $552,019.

    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 21,642 shares
    Change vs previous 13F -544 shares

    0.2% of the 13F portfolio, value $515,729.

    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 22,186 shares
    Change vs previous 13F -534 shares

    0.21% of the 13F portfolio, value $477,665.

    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).

  8. period ended2024-12-31
    13F 22,720 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $515,744.

    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).