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Disclosery

Heritage Wealth Advisors: AGG position timeline

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

Heritage Wealth Advisors held 4,075 AGG 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 4,075 shares
    Change vs previous 13F -945 shares

    0.01% of the 13F portfolio, value $403,332.

    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 5,020 shares
    Change vs previous 13F +58 shares

    0.02% of the 13F portfolio, value $498,376.

    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 4,962 shares
    Change vs previous 13F +447 shares

    0.02% of the 13F portfolio, value $495,654.

    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 4,515 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $452,594.

    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 4,470 shares
    Change vs previous 13F +319 shares

    0.02% of the 13F portfolio, value $443,452.

    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 4,151 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $410,610.

    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 4,144 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $401,560.

    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 4,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $417,283.

    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).