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Disclosery

Heritage Wealth Advisors: ESGD position timeline

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

Heritage Wealth Advisors held 44,198 ESGD 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 44,198 shares
    Change vs previous 13F +4,100 shares

    0.16% of the 13F portfolio, value $4,544,023.

    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 40,098 shares
    Change vs previous 13F +1,489 shares

    0.15% of the 13F portfolio, value $3,834,148.

    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 38,609 shares
    Change vs previous 13F +3,369 shares

    0.14% of the 13F portfolio, value $3,671,307.

    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 35,240 shares
    Change vs previous 13F +1,563 shares

    0.14% of the 13F portfolio, value $3,276,642.

    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 33,677 shares
    Change vs previous 13F +6,265 shares

    0.14% of the 13F portfolio, value $3,004,687.

    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 27,412 shares
    Change vs previous 13F +1,040 shares

    0.11% of the 13F portfolio, value $2,239,264.

    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 26,372 shares
    Change vs previous 13F +346 shares

    0.1% of the 13F portfolio, value $2,007,944.

    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 26,026 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,190,586.

    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).