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Disclosery

Heritage Wealth Advisors: DE position timeline

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

Heritage Wealth Advisors held 379 DE 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 379 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $240,411.

    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 379 shares
    Change vs previous 13F -286 shares

    0.01% of the 13F portfolio, value $213,491.

    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 665 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $309,604.

    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 665 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $304,078.

    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 665 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $338,146.

    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 665 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $312,118.

    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 667 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $282,608.

    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 665 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $277,524.

    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).