Heritage Wealth Advisors: GOOG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Advisors on GOOG, newest first. How the timeline and the estimate are built.
Heritage Wealth Advisors held 230,790 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 230,790 sharesChange vs previous 13F -7,710 shares
2.8% of the 13F portfolio, value $81,545,153.
13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 238,500 sharesChange vs previous 13F -110,175 shares
2.67% of the 13F portfolio, value $68,416,234.
13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 348,675 sharesChange vs previous 13F -16,714 shares
4.18% of the 13F portfolio, value $109,399,096.
13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 365,389 sharesChange vs previous 13F -612 shares
3.89% of the 13F portfolio, value $88,990,439.
13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 366,001 sharesChange vs previous 13F +4,974 shares
3.08% of the 13F portfolio, value $64,924,966.
13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 361,027 sharesChange vs previous 13F +13,427 shares
2.86% of the 13F portfolio, value $56,403,209.
13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 347,600 sharesChange vs previous 13F +12,321 shares
3.28% of the 13F portfolio, value $66,196,883.
13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 335,279 sharesChange vs previous 13F not available
2.63% of the 13F portfolio, value $56,055,346.
13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).