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Disclosery

Heritage Wealth Advisors: NUMV position timeline

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

Heritage Wealth Advisors held 26,914 NUMV 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 26,914 shares
    Change vs previous 13F +60 shares

    0.04% of the 13F portfolio, value $1,170,500.

    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 26,854 shares
    Change vs previous 13F +935 shares

    0.04% of the 13F portfolio, value $1,041,139.

    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 25,919 shares
    Change vs previous 13F +254 shares

    0.04% of the 13F portfolio, value $1,013,442.

    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 25,665 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $992,984.

    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 25,648 shares
    Change vs previous 13F -1,398 shares

    0.04% of the 13F portfolio, value $924,625.

    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 27,046 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $925,257.

    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 27,038 shares
    Change vs previous 13F -148 shares

    0.05% of the 13F portfolio, value $941,182.

    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 27,186 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,001,532.

    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).