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Disclosery

HERITAGE OAK WEALTH ADVISORS LLC: SPLS position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 71,078 SPLS 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 71,078 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $3,912,133.

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