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Disclosery

Heritage Wealth Advisors: BAM position timeline

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

Heritage Wealth Advisors held 6,648 BAM 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 6,648 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $298,163.

    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 6,648 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $295,504.

    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 6,648 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $348,289.

    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 6,648 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $378,537.

    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 6,649 shares
    Change vs previous 13F -19 shares

    0.02% of the 13F portfolio, value $367,557.

    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 6,668 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $323,065.

    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 6,673 shares
    Change vs previous 13F -3,180 shares

    0.02% of the 13F portfolio, value $361,610.

    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 9,853 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $465,948.

    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).