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Disclosery

Heritage Wealth Advisors: IVV position timeline

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

Heritage Wealth Advisors held 752,076 IVV 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 752,076 shares
    Change vs previous 13F +73,972 shares

    19.33% of the 13F portfolio, value $563,222,389.

    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 678,104 shares
    Change vs previous 13F +15,748 shares

    17.31% of the 13F portfolio, value $442,944,573.

    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 662,356 shares
    Change vs previous 13F +6,811 shares

    17.33% of the 13F portfolio, value $453,674,395.

    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 655,545 shares
    Change vs previous 13F -1,586 shares

    19.2% of the 13F portfolio, value $438,755,947.

    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 657,131 shares
    Change vs previous 13F -7,595 shares

    19.38% of the 13F portfolio, value $408,012,850.

    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 664,726 shares
    Change vs previous 13F +64,160 shares

    18.92% of the 13F portfolio, value $373,509,631.

    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 600,566 shares
    Change vs previous 13F -35,399 shares

    17.53% of the 13F portfolio, value $353,541,388.

    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 635,965 shares
    Change vs previous 13F not available

    17.21% of the 13F portfolio, value $366,837,273.

    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).