Heritage Wealth Advisors: APP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Advisors on APP, newest first. How the timeline and the estimate are built.
Heritage Wealth Advisors held 30 APP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 30 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $15,379.
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 33 sharesChange vs previous 13F -13 shares
<0.01% of the 13F portfolio, value $13,165.
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 46 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $30,734.
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 49 sharesChange vs previous 13F +10 shares
<0.01% of the 13F portfolio, value $34,875.
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 39 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $13,680.
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 39 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $10,354.
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).