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Disclosery

Heritage Wealth Advisors: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Advisors on ADP, newest first. How the timeline and the estimate are built.

Heritage Wealth Advisors held 3,400 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,400 shares
    Change vs previous 13F -7,410 shares

    0.03% of the 13F portfolio, value $761,495.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 10,810 shares
    Change vs previous 13F -199,026 shares

    0.09% of the 13F portfolio, value $2,196,369.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 209,836 shares
    Change vs previous 13F +20,456 shares

    2.06% of the 13F portfolio, value $53,976,174.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 189,380 shares
    Change vs previous 13F +3,636 shares

    2.43% of the 13F portfolio, value $55,582,957.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 185,744 shares
    Change vs previous 13F -313 shares

    2.72% of the 13F portfolio, value $57,283,571.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 186,057 shares
    Change vs previous 13F +6,222 shares

    2.88% of the 13F portfolio, value $56,845,925.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 179,835 shares
    Change vs previous 13F -3,171 shares

    2.61% of the 13F portfolio, value $52,643,130.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 183,006 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $50,643,212.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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