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Disclosery

Heritage Wealth Advisors: CVLC position timeline

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

Heritage Wealth Advisors held 4,083 CVLC 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 4,083 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $385,721.

    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 4,463 shares
    Change vs previous 13F -413 shares

    0.01% of the 13F portfolio, value $357,308.

    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 4,876 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $410,754.

    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 4,876 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $399,198.

    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 5,276 shares
    Change vs previous 13F +1,472 shares

    0.02% of the 13F portfolio, value $403,825.

    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 3,804 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $262,248.

    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).