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Disclosery

Heritage Wealth Advisors: VOO position timeline

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

Heritage Wealth Advisors held 37,206 VOO 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 37,206 shares
    Change vs previous 13F -411 shares

    0.88% of the 13F portfolio, value $25,553,317.

    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 37,617 shares
    Change vs previous 13F +2,002 shares

    0.88% of the 13F portfolio, value $22,477,855.

    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 35,615 shares
    Change vs previous 13F -754 shares

    0.85% of the 13F portfolio, value $22,335,419.

    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 36,369 shares
    Change vs previous 13F -288 shares

    0.97% of the 13F portfolio, value $22,271,414.

    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 36,657 shares
    Change vs previous 13F -67 shares

    0.99% of the 13F portfolio, value $20,822,449.

    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 36,724 shares
    Change vs previous 13F +29,619 shares

    0.96% of the 13F portfolio, value $18,872,987.

    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 7,105 shares
    Change vs previous 13F -48,396 shares

    0.19% of the 13F portfolio, value $3,828,389.

    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 55,501 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $29,286,358.

    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).