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Disclosery

Heritage Wealth Advisors: UVV position timeline

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

Heritage Wealth Advisors held 21,963 UVV 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 21,963 shares
    Change vs previous 13F +3,345 shares

    0.04% of the 13F portfolio, value $1,145,786.

    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 18,618 shares
    Change vs previous 13F +262 shares

    0.04% of the 13F portfolio, value $981,163.

    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 18,356 shares
    Change vs previous 13F +294 shares

    0.04% of the 13F portfolio, value $968,261.

    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 18,062 shares
    Change vs previous 13F +269 shares

    0.04% of the 13F portfolio, value $1,009,116.

    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 17,793 shares
    Change vs previous 13F +5,474 shares

    0.05% of the 13F portfolio, value $1,036,285.

    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 12,319 shares
    Change vs previous 13F -14,286 shares

    0.03% of the 13F portfolio, value $690,474.

    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 26,605 shares
    Change vs previous 13F +189 shares

    0.07% of the 13F portfolio, value $1,458,994.

    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 26,416 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,402,943.

    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).