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Disclosery

Heritage Wealth Advisors: EFA position timeline

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

Heritage Wealth Advisors held 14,383 EFA 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 14,383 shares
    Change vs previous 13F +577 shares

    0.05% of the 13F portfolio, value $1,494,059.

    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 13,806 shares
    Change vs previous 13F -152,109 shares

    0.05% of the 13F portfolio, value $1,341,003.

    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 165,915 shares
    Change vs previous 13F -44 shares

    0.61% of the 13F portfolio, value $15,932,844.

    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 165,959 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $15,495,637.

    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 165,959 shares
    Change vs previous 13F -2,533 shares

    0.7% of the 13F portfolio, value $14,835,118.

    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 168,492 shares
    Change vs previous 13F -10 shares

    0.7% of the 13F portfolio, value $13,770,877.

    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 168,502 shares
    Change vs previous 13F -2,270 shares

    0.63% of the 13F portfolio, value $12,740,460.

    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 170,772 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $14,281,634.

    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).