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Disclosery

Heritage Wealth Advisors: VIG position timeline

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

Heritage Wealth Advisors held 31,024 VIG 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 31,024 shares
    Change vs previous 13F -2,977 shares

    0.25% of the 13F portfolio, value $7,340,899.

    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 34,001 shares
    Change vs previous 13F -8,604 shares

    0.29% of the 13F portfolio, value $7,312,255.

    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 42,605 shares
    Change vs previous 13F -440 shares

    0.36% of the 13F portfolio, value $9,363,727.

    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 43,045 shares
    Change vs previous 13F -600 shares

    0.41% of the 13F portfolio, value $9,288,681.

    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 43,645 shares
    Change vs previous 13F -728 shares

    0.42% of the 13F portfolio, value $8,932,822.

    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 44,373 shares
    Change vs previous 13F -3,689 shares

    0.44% of the 13F portfolio, value $8,607,918.

    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 48,062 shares
    Change vs previous 13F +146 shares

    0.47% of the 13F portfolio, value $9,411,981.

    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 47,916 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $9,490,243.

    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).