Skip to content
Disclosery

Heritage Wealth Advisors: BN position timeline

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

Heritage Wealth Advisors held 1,242,540 BN 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 1,242,540 shares
    Change vs previous 13F -7,590 shares

    1.82% of the 13F portfolio, value $52,919,797.

    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 1,250,130 shares
    Change vs previous 13F -365,226 shares

    1.98% of the 13F portfolio, value $50,592,741.

    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 1,615,356 shares
    Change vs previous 13F +523,323 shares

    2.83% of the 13F portfolio, value $74,128,687.

    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 1,092,033 shares
    Change vs previous 13F -5,598 shares

    3.28% of the 13F portfolio, value $74,891,608.

    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 1,097,631 shares
    Change vs previous 13F +1,853 shares

    3.22% of the 13F portfolio, value $67,888,482.

    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 1,095,778 shares
    Change vs previous 13F +24,039 shares

    2.91% of the 13F portfolio, value $57,429,703.

    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 1,071,739 shares
    Change vs previous 13F -94,058 shares

    3.05% of the 13F portfolio, value $61,571,383.

    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 1,165,797 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $61,962,132.

    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).