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Disclosery

Heritage Wealth Advisors: ITW position timeline

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

Heritage Wealth Advisors held 1,865 ITW 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 1,865 shares
    Change vs previous 13F -674 shares

    0.02% of the 13F portfolio, value $504,427.

    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 2,539 shares
    Change vs previous 13F -212 shares

    0.03% of the 13F portfolio, value $660,759.

    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 2,751 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $677,460.

    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 2,760 shares
    Change vs previous 13F -148 shares

    0.03% of the 13F portfolio, value $719,580.

    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 2,908 shares
    Change vs previous 13F -81 shares

    0.03% of the 13F portfolio, value $718,892.

    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 2,989 shares
    Change vs previous 13F -6 shares

    0.04% of the 13F portfolio, value $741,190.

    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 2,995 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $759,298.

    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 3,008 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $788,189.

    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).