Skip to content
Disclosery

Heritage Wealth Advisors: NEU position timeline

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

Heritage Wealth Advisors held 609 NEU 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 609 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $481,865.

    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 609 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $390,339.

    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 629 shares
    Change vs previous 13F -106 shares

    0.02% of the 13F portfolio, value $432,287.

    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 735 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $608,734.

    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 735 shares
    Change vs previous 13F -303 shares

    0.02% of the 13F portfolio, value $507,782.

    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 1,038 shares
    Change vs previous 13F -302 shares

    0.03% of the 13F portfolio, value $587,975.

    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 1,340 shares
    Change vs previous 13F +589 shares

    0.04% of the 13F portfolio, value $707,989.

    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 751 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $414,469.

    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).