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HERITAGE OAK WEALTH ADVISORS LLC: XLK position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 11,777 XLK 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 11,777 shares
    Change vs previous 13F -716 shares

    0.71% of the 13F portfolio, value $2,305,348.

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

  2. period ended2026-06-30
    13F 12,493 shares
    Change vs previous 13F +407 shares

    0.7% of the 13F portfolio, value $2,380,166.

    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).

  3. period ended2026-03-31
    13F 12,086 shares
    Change vs previous 13F -910 shares

    0.51% of the 13F portfolio, value $1,606,229.

    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).

  4. period ended2025-12-31
    13F 12,996 shares
    Change vs previous 13F +4,773 shares

    0.69% of the 13F portfolio, value $1,871,034.

    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).

  5. period ended2025-09-30
    13F 8,223 shares
    Change vs previous 13F +1,534 shares

    0.84% of the 13F portfolio, value $2,317,735.

    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).

  6. period ended2025-06-30
    13F 6,689 shares
    Change vs previous 13F -477 shares

    0.65% of the 13F portfolio, value $1,693,855.

    13F-HR 0002035533-25-000003 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).

  7. period ended2025-03-31
    13F 7,166 shares
    Change vs previous 13F -1,100 shares

    0.65% of the 13F portfolio, value $1,479,636.

    13F-HR 0002036775-25-000004 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).

  8. period ended2024-12-31
    13F 8,266 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,922,010.

    13F-HR 0002035533-25-000001 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).