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Disclosery

Heritage Wealth Advisors: IWR position timeline

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

Heritage Wealth Advisors held 8,801 IWR 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 8,801 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $970,926.

    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 8,801 shares
    Change vs previous 13F -13,424 shares

    0.03% of the 13F portfolio, value $855,721.

    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 22,225 shares
    Change vs previous 13F -80 shares

    0.08% of the 13F portfolio, value $2,139,601.

    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 22,305 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,153,548.

    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 22,305 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,051,391.

    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 22,305 shares
    Change vs previous 13F -1,216 shares

    0.1% of the 13F portfolio, value $1,897,486.

    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 23,521 shares
    Change vs previous 13F -52 shares

    0.1% of the 13F portfolio, value $2,079,256.

    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 23,573 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,077,724.

    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).