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Disclosery

Heritage Wealth Advisors: IBIT position timeline

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

Heritage Wealth Advisors held 803 IBIT 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 803 shares
    Change vs previous 13F +408 shares

    <0.01% of the 13F portfolio, value $26,732.

    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 395 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $15,176.

    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 795 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $39,472.

    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 395 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $25,675.

    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 395 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $24,178.

    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 395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,490.

    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).