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HERITAGE OAK WEALTH ADVISORS LLC: SPYI position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 6,061 SPYI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,061 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $321,762.

    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).

  2. period ended2026-03-31
    13F 6,024 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $297,395.

    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).