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Disclosery

Heritage Wealth Advisors: SPY position timeline

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

Heritage Wealth Advisors held 17,513 SPY 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 17,513 shares
    Change vs previous 13F +351 shares

    0.45% of the 13F portfolio, value $13,078,183.

    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 17,162 shares
    Change vs previous 13F -939 shares

    0.44% of the 13F portfolio, value $11,161,135.

    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 18,101 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $12,343,434.

    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 18,101 shares
    Change vs previous 13F +2,290 shares

    0.53% of the 13F portfolio, value $12,058,524.

    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 15,811 shares
    Change vs previous 13F -886 shares

    0.46% of the 13F portfolio, value $9,768,826.

    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 16,697 shares
    Change vs previous 13F -79,923 shares

    0.47% of the 13F portfolio, value $9,340,135.

    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 96,620 shares
    Change vs previous 13F -8,410 shares

    2.81% of the 13F portfolio, value $56,627,050.

    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 105,030 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $60,262,013.

    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).