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Heritage Wealth Advisors: IEFA position timeline

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

Heritage Wealth Advisors held 3,543,932 IEFA 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 3,543,932 shares
    Change vs previous 13F +457,557 shares

    11.75% of the 13F portfolio, value $342,272,943.

    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 3,086,375 shares
    Change vs previous 13F +227,620 shares

    10.92% of the 13F portfolio, value $279,409,530.

    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 2,858,755 shares
    Change vs previous 13F +295,418 shares

    9.77% of the 13F portfolio, value $255,744,205.

    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 2,563,337 shares
    Change vs previous 13F +92,518 shares

    9.8% of the 13F portfolio, value $223,804,983.

    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 2,470,819 shares
    Change vs previous 13F +745,740 shares

    9.8% of the 13F portfolio, value $206,263,930.

    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 1,725,079 shares
    Change vs previous 13F -7,601 shares

    6.61% of the 13F portfolio, value $130,502,246.

    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 1,732,680 shares
    Change vs previous 13F +42,201 shares

    6.04% of the 13F portfolio, value $121,772,717.

    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 1,690,479 shares
    Change vs previous 13F not available

    6.19% of the 13F portfolio, value $131,941,869.

    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).