Skip to content
Disclosery

Heritage Wealth Advisors: ITOT position timeline

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

Heritage Wealth Advisors held 244,091 ITOT 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 244,091 shares
    Change vs previous 13F -13,721 shares

    1.38% of the 13F portfolio, value $40,096,832.

    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 257,812 shares
    Change vs previous 13F -152 shares

    1.43% of the 13F portfolio, value $36,720,166.

    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 257,964 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $38,356,670.

    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 257,964 shares
    Change vs previous 13F -364 shares

    1.64% of the 13F portfolio, value $37,572,460.

    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 258,328 shares
    Change vs previous 13F -269,357 shares

    1.66% of the 13F portfolio, value $34,884,616.

    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 527,685 shares
    Change vs previous 13F -1,594 shares

    3.26% of the 13F portfolio, value $64,382,850.

    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 529,279 shares
    Change vs previous 13F -3,542 shares

    3.38% of the 13F portfolio, value $68,075,868.

    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 532,821 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $66,932,977.

    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).