HERITAGE OAK WEALTH ADVISORS LLC: VOO position timeline

HERITAGE OAK WEALTH ADVISORS LLC held 379 VOO 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 379 shares

   Change vs previous 13F +379 shares

   0.08% of the 13F portfolio, value $260,469.

   13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -392 shares

   13F-HR 0002035533-25-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 392 shares

   Change vs previous 13F +392 shares

   0.09% of the 13F portfolio, value $201,453.

   13F-HR 0002036775-25-000004 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -2,229 shares

   13F-HR 0002035533-25-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 2,229 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $1,176,176.

   13F-HR 0002035324-24-000005 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).