Skip to content
Disclosery

Heritage Wealth Advisors: SBUX position timeline

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

Heritage Wealth Advisors held 3,739 SBUX 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 3,739 shares
    Change vs previous 13F -1,498 shares

    0.01% of the 13F portfolio, value $382,066.

    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 5,237 shares
    Change vs previous 13F +40 shares

    0.02% of the 13F portfolio, value $469,208.

    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 5,197 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $437,618.

    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 5,195 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $439,498.

    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 5,193 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $475,867.

    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 5,192 shares
    Change vs previous 13F -1,743 shares

    0.03% of the 13F portfolio, value $509,247.

    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 6,935 shares
    Change vs previous 13F -556 shares

    0.03% of the 13F portfolio, value $632,854.

    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 7,491 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $730,331.

    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).