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HERITAGE OAK WEALTH ADVISORS LLC: URA position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 24,778 URA 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 24,778 shares
    Change vs previous 13F -507 shares

    0.32% of the 13F portfolio, value $1,082,799.

    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 25,285 shares
    Change vs previous 13F +6,034 shares

    0.39% of the 13F portfolio, value $1,224,553.

    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).

  3. period ended2025-12-31
    13F 19,251 shares
    Change vs previous 13F +2,776 shares

    0.3% of the 13F portfolio, value $822,595.

    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).

  4. period ended2025-09-30
    13F 16,475 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $785,363.

    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).