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Disclosery

Heritage Wealth Advisors: OEF position timeline

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

Heritage Wealth Advisors held 11,465 OEF 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 11,465 shares
    Change vs previous 13F -37 shares

    0.14% of the 13F portfolio, value $4,194,700.

    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 11,502 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $3,658,441.

    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 11,502 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,944,841.

    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 11,502 shares
    Change vs previous 13F -18 shares

    0.17% of the 13F portfolio, value $3,828,326.

    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 11,520 shares
    Change vs previous 13F -253 shares

    0.17% of the 13F portfolio, value $3,506,112.

    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 11,773 shares
    Change vs previous 13F -682 shares

    0.16% of the 13F portfolio, value $3,188,482.

    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 12,455 shares
    Change vs previous 13F -849 shares

    0.18% of the 13F portfolio, value $3,597,627.

    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 13,304 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,682,015.

    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).