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HERITAGE OAK WEALTH ADVISORS LLC: SGOV position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 10,069 SGOV 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 10,069 shares
    Change vs previous 13F -53,637 shares

    0.31% of the 13F portfolio, value $1,013,747.

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

  2. period ended2026-06-30
    13F 63,706 shares
    Change vs previous 13F -8,268 shares

    1.9% of the 13F portfolio, value $6,413,283.

    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 71,974 shares
    Change vs previous 13F +48,397 shares

    2.3% of the 13F portfolio, value $7,244,903.

    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 23,577 shares
    Change vs previous 13F -142 shares

    0.87% of the 13F portfolio, value $2,366,659.

    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 23,719 shares
    Change vs previous 13F -560 shares

    0.87% of the 13F portfolio, value $2,388,503.

    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 24,279 shares
    Change vs previous 13F -16,925 shares

    0.94% of the 13F portfolio, value $2,444,653.

    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 41,204 shares
    Change vs previous 13F -106,954 shares

    1.82% of the 13F portfolio, value $4,148,007.

    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 148,158 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $14,863,211.

    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).