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Disclosery

Heritage Wealth Advisors: VALQ position timeline

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

Heritage Wealth Advisors held 17,274 VALQ 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 17,274 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,204,212.

    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 17,274 shares
    Change vs previous 13F -596 shares

    0.04% of the 13F portfolio, value $1,123,194.

    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 17,870 shares
    Change vs previous 13F -1,990 shares

    0.05% of the 13F portfolio, value $1,181,944.

    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 19,860 shares
    Change vs previous 13F -38,759 shares

    0.06% of the 13F portfolio, value $1,280,257.

    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 58,619 shares
    Change vs previous 13F -588 shares

    0.17% of the 13F portfolio, value $3,637,115.

    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 59,207 shares
    Change vs previous 13F +7,938 shares

    0.18% of the 13F portfolio, value $3,599,203.

    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 51,269 shares
    Change vs previous 13F +1,021 shares

    0.16% of the 13F portfolio, value $3,127,092.

    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 50,248 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,121,180.

    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).