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HERITAGE OAK WEALTH ADVISORS LLC: SMH position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 3,644 SMH 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 3,644 shares
    Change vs previous 13F -2,806 shares

    0.68% of the 13F portfolio, value $2,219,196.

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

  2. period ended2026-06-30
    13F 6,450 shares
    Change vs previous 13F -193 shares

    1.25% of the 13F portfolio, value $4,230,490.

    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 6,643 shares
    Change vs previous 13F +930 shares

    0.81% of the 13F portfolio, value $2,546,926.

    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 5,713 shares
    Change vs previous 13F +4 shares

    0.76% of the 13F portfolio, value $2,057,423.

    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 5,709 shares
    Change vs previous 13F -94 shares

    0.68% of the 13F portfolio, value $1,863,189.

    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 5,803 shares
    Change vs previous 13F -17 shares

    0.62% of the 13F portfolio, value $1,618,341.

    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 5,820 shares
    Change vs previous 13F -1,611 shares

    0.54% of the 13F portfolio, value $1,230,755.

    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 7,431 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,799,565.

    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).