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Disclosery

Heritage Wealth Advisors: V position timeline

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

Heritage Wealth Advisors held 12,221 V 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 12,221 shares
    Change vs previous 13F -2,761 shares

    0.14% of the 13F portfolio, value $4,192,903.

    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 14,982 shares
    Change vs previous 13F -142 shares

    0.18% of the 13F portfolio, value $4,528,160.

    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 15,124 shares
    Change vs previous 13F -5,036 shares

    0.2% of the 13F portfolio, value $5,304,138.

    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 20,160 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $6,882,221.

    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 20,160 shares
    Change vs previous 13F -26 shares

    0.34% of the 13F portfolio, value $7,157,808.

    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 20,186 shares
    Change vs previous 13F -27 shares

    0.36% of the 13F portfolio, value $7,074,386.

    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 20,213 shares
    Change vs previous 13F +95 shares

    0.32% of the 13F portfolio, value $6,388,117.

    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 20,118 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,531,444.

    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).