Heritage Wealth Advisors: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Advisors on APH, newest first. How the timeline and the estimate are built.
Heritage Wealth Advisors held 6,428 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,428 sharesChange vs previous 13F -628 shares
0.04% of the 13F portfolio, value $1,133,385.
13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,056 sharesChange vs previous 13F -34,708 shares
0.03% of the 13F portfolio, value $891,526.
13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 41,764 sharesChange vs previous 13F +38,575 shares
0.22% of the 13F portfolio, value $5,643,987.
13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,189 sharesChange vs previous 13F -172 shares
0.02% of the 13F portfolio, value $394,639.
13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,361 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $331,899.
13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,361 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $220,448.
13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,361 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $233,421.
13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,361 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $219,003.
13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).