Heritage Wealth Advisors: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Advisors on VO, newest first. How the timeline and the estimate are built.
Heritage Wealth Advisors held 30,872 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 30,872 sharesChange vs previous 13F +22,678 shares
0.09% of the 13F portfolio, value $2,487,360.
13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,194 sharesChange vs previous 13F -70 shares
0.09% of the 13F portfolio, value $2,353,159.
13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,264 sharesChange vs previous 13F -355 shares
0.09% of the 13F portfolio, value $2,398,520.
13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,619 sharesChange vs previous 13F +247 shares
0.11% of the 13F portfolio, value $2,531,740.
13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,372 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $2,342,738.
13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,372 sharesChange vs previous 13F -27 shares
0.11% of the 13F portfolio, value $2,165,168.
13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,399 sharesChange vs previous 13F +71 shares
0.11% of the 13F portfolio, value $2,218,345.
13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,328 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $2,197,257.
13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).