Skip to content
Disclosery

HERITAGE OAK WEALTH ADVISORS LLC: YOLO position timeline

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

HERITAGE OAK WEALTH ADVISORS LLC held 592,948 YOLO 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 592,948 shares
    Change vs previous 13F -18,671 shares

    0.53% of the 13F portfolio, value $1,728,443.

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

  2. period ended2026-06-30
    13F 611,619 shares
    Change vs previous 13F -15,267 shares

    0.52% of the 13F portfolio, value $1,767,579.

    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 626,886 shares
    Change vs previous 13F +31,218 shares

    0.52% of the 13F portfolio, value $1,648,710.

    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 595,668 shares
    Change vs previous 13F -327,396 shares

    0.73% of the 13F portfolio, value $1,965,704.

    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 923,064 shares
    Change vs previous 13F -11,535 shares

    1.18% of the 13F portfolio, value $3,258,416.

    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 934,599 shares
    Change vs previous 13F +168,409 shares

    0.68% of the 13F portfolio, value $1,770,598.

    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 766,190 shares
    Change vs previous 13F +158,965 shares

    0.6% of the 13F portfolio, value $1,356,999.

    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 607,225 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,469,485.

    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).