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Disclosery

Heritage Wealth Advisors: ESGE position timeline

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

Heritage Wealth Advisors held 41,252 ESGE 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 41,252 shares
    Change vs previous 13F -666 shares

    0.08% of the 13F portfolio, value $2,256,060.

    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 41,918 shares
    Change vs previous 13F +1,835 shares

    0.07% of the 13F portfolio, value $1,906,033.

    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 40,083 shares
    Change vs previous 13F +60 shares

    0.07% of the 13F portfolio, value $1,770,485.

    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 40,023 shares
    Change vs previous 13F +565 shares

    0.08% of the 13F portfolio, value $1,737,790.

    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 39,458 shares
    Change vs previous 13F +173 shares

    0.07% of the 13F portfolio, value $1,545,562.

    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 39,285 shares
    Change vs previous 13F +671 shares

    0.07% of the 13F portfolio, value $1,373,010.

    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 38,614 shares
    Change vs previous 13F -223 shares

    0.06% of the 13F portfolio, value $1,289,334.

    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 38,837 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,414,057.

    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).