Skip to content
Disclosery

Heritage Wealth Advisors: PHYS position timeline

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

Heritage Wealth Advisors held 4,706,640 PHYS 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 4,706,640 shares
    Change vs previous 13F -87,815 shares

    4.87% of the 13F portfolio, value $141,999,329.

    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 4,794,455 shares
    Change vs previous 13F -344,117 shares

    6.64% of the 13F portfolio, value $169,915,485.

    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 5,138,572 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $169,675,647.

    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).