Skip to content
Disclosery

Heritage Wealth Advisors: EEM position timeline

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

Heritage Wealth Advisors held 286 EEM 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 286 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $19,565.

    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 286 shares
    Change vs previous 13F -121,272 shares

    <0.01% of the 13F portfolio, value $16,242.

    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 121,558 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $6,650,438.

    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 121,558 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $6,491,197.

    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 121,558 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $5,863,958.

    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 121,558 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $5,312,085.

    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 121,558 shares
    Change vs previous 13F -182 shares

    0.25% of the 13F portfolio, value $5,083,556.

    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 121,740 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,582,996.

    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).