Skip to content
Disclosery

Heritage Wealth Advisors: XLK position timeline

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

Heritage Wealth Advisors held 32,855 XLK 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 32,855 shares
    Change vs previous 13F +159 shares

    0.21% of the 13F portfolio, value $6,259,535.

    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 32,696 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $4,345,298.

    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 32,696 shares
    Change vs previous 13F +16,348 shares

    0.18% of the 13F portfolio, value $4,707,243.

    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 16,348 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $4,607,847.

    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 16,348 shares
    Change vs previous 13F -2,353 shares

    0.2% of the 13F portfolio, value $4,139,804.

    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 18,701 shares
    Change vs previous 13F -615 shares

    0.2% of the 13F portfolio, value $3,861,382.

    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 19,316 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $4,491,356.

    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 19,316 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,360,780.

    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).