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Disclosery

Heritage Wealth Advisors: IWS position timeline

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

Heritage Wealth Advisors held 534,456 IWS 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 534,456 shares
    Change vs previous 13F -11,015 shares

    3.02% of the 13F portfolio, value $87,971,431.

    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 545,471 shares
    Change vs previous 13F +5,789 shares

    3.11% of the 13F portfolio, value $79,497,002.

    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 539,682 shares
    Change vs previous 13F +15,148 shares

    2.91% of the 13F portfolio, value $76,122,091.

    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 524,534 shares
    Change vs previous 13F +9,143 shares

    3.21% of the 13F portfolio, value $73,261,669.

    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 515,391 shares
    Change vs previous 13F +2,216 shares

    3.23% of the 13F portfolio, value $68,103,788.

    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 513,175 shares
    Change vs previous 13F -1,448 shares

    3.27% of the 13F portfolio, value $64,644,692.

    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 514,623 shares
    Change vs previous 13F +16,570 shares

    3.3% of the 13F portfolio, value $66,561,357.

    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 498,053 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $65,867,466.

    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).