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Disclosery

Heritage Wealth Advisors: HD position timeline

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

Heritage Wealth Advisors held 81,949 HD 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 81,949 shares
    Change vs previous 13F -1,972 shares

    0.99% of the 13F portfolio, value $28,901,830.

    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 83,921 shares
    Change vs previous 13F -17,663 shares

    1.08% of the 13F portfolio, value $27,600,786.

    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 101,584 shares
    Change vs previous 13F +5,587 shares

    1.33% of the 13F portfolio, value $34,955,130.

    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 95,997 shares
    Change vs previous 13F +2,237 shares

    1.7% of the 13F portfolio, value $38,897,037.

    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 93,760 shares
    Change vs previous 13F +905 shares

    1.63% of the 13F portfolio, value $34,376,056.

    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 92,855 shares
    Change vs previous 13F +2,937 shares

    1.72% of the 13F portfolio, value $34,030,442.

    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 89,918 shares
    Change vs previous 13F -3,936 shares

    1.73% of the 13F portfolio, value $34,977,305.

    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 93,854 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $38,029,445.

    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).