HERITAGE OAK WEALTH ADVISORS LLC: TPYP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE OAK WEALTH ADVISORS LLC on TPYP, newest first. How the timeline and the estimate are built.
HERITAGE OAK WEALTH ADVISORS LLC held 32,231 TPYP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 32,231 sharesChange vs previous 13F -668 shares
0.4% of the 13F portfolio, value $1,351,446.
13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,899 sharesChange vs previous 13F +414 shares
0.44% of the 13F portfolio, value $1,393,602.
13F-HR 0002035533-26-000002 filed by HERITAGE OAK WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,485 sharesChange vs previous 13F +1,668 shares
0.43% of the 13F portfolio, value $1,157,421.
13F-HR 0002035533-26-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,817 sharesChange vs previous 13F +743 shares
0.41% of the 13F portfolio, value $1,123,280.
13F-HR 0002035533-25-000006 filed by HERITAGE OAK WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,074 sharesChange vs previous 13F not available
0.41% of the 13F portfolio, value $1,074,544.
13F-HR 0002035533-25-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).