Skip to content
Disclosery

Heritage Wealth Advisors: MO position timeline

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

Heritage Wealth Advisors held 75,482 MO 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 75,482 shares
    Change vs previous 13F -6,213 shares

    0.19% of the 13F portfolio, value $5,430,926.

    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 81,695 shares
    Change vs previous 13F -5,961 shares

    0.21% of the 13F portfolio, value $5,391,065.

    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 87,656 shares
    Change vs previous 13F -224 shares

    0.19% of the 13F portfolio, value $5,054,262.

    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 87,880 shares
    Change vs previous 13F -525 shares

    0.25% of the 13F portfolio, value $5,805,349.

    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 88,405 shares
    Change vs previous 13F -1,001 shares

    0.25% of the 13F portfolio, value $5,183,187.

    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 89,406 shares
    Change vs previous 13F -150 shares

    0.27% of the 13F portfolio, value $5,366,166.

    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 89,556 shares
    Change vs previous 13F -1,356 shares

    0.23% of the 13F portfolio, value $4,682,909.

    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 90,912 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,640,173.

    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).