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Disclosery

Heritage Wealth Advisors: BX position timeline

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

Heritage Wealth Advisors held 3,970 BX 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 3,970 shares
    Change vs previous 13F -278 shares

    0.02% of the 13F portfolio, value $467,150.

    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 4,248 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $488,478.

    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 4,248 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $654,787.

    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 4,248 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $725,771.

    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 4,248 shares
    Change vs previous 13F -336 shares

    0.03% of the 13F portfolio, value $635,416.

    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 4,584 shares
    Change vs previous 13F -109 shares

    0.03% of the 13F portfolio, value $640,752.

    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 4,693 shares
    Change vs previous 13F -378 shares

    0.04% of the 13F portfolio, value $809,167.

    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 5,071 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $776,522.

    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).