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Disclosery

Heritage Wealth Advisors: IEMG position timeline

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

Heritage Wealth Advisors held 1,159,805 IEMG 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 1,159,805 shares
    Change vs previous 13F +156,884 shares

    3.3% of the 13F portfolio, value $96,078,232.

    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 1,002,921 shares
    Change vs previous 13F +106,482 shares

    2.73% of the 13F portfolio, value $69,953,712.

    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 896,439 shares
    Change vs previous 13F +18,103 shares

    2.3% of the 13F portfolio, value $60,258,654.

    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 878,336 shares
    Change vs previous 13F +30,581 shares

    2.53% of the 13F portfolio, value $57,899,902.

    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 847,755 shares
    Change vs previous 13F +2,747 shares

    2.42% of the 13F portfolio, value $50,890,728.

    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 845,008 shares
    Change vs previous 13F -2,667 shares

    2.31% of the 13F portfolio, value $45,605,078.

    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 847,675 shares
    Change vs previous 13F +17,008 shares

    2.19% of the 13F portfolio, value $44,265,609.

    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 830,667 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $47,688,613.

    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).