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Disclosery

Heritage Wealth Advisors: PM position timeline

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

Heritage Wealth Advisors held 61,281 PM 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 61,281 shares
    Change vs previous 13F -4,240 shares

    0.38% of the 13F portfolio, value $11,086,342.

    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 65,521 shares
    Change vs previous 13F -9,522 shares

    0.42% of the 13F portfolio, value $10,833,178.

    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 75,043 shares
    Change vs previous 13F -1,324 shares

    0.46% of the 13F portfolio, value $12,036,843.

    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 76,367 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $12,386,734.

    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 76,367 shares
    Change vs previous 13F -2,224 shares

    0.66% of the 13F portfolio, value $13,908,766.

    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 78,591 shares
    Change vs previous 13F -315 shares

    0.63% of the 13F portfolio, value $12,474,799.

    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 78,906 shares
    Change vs previous 13F -1,698 shares

    0.47% of the 13F portfolio, value $9,496,349.

    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 80,604 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $9,785,319.

    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).