Filer · Institutional
Heritage WealthAdvisors
CIK 0001591122TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 18
Q1 202613F-HR
0001591122-26-000003 · filed 2026-05-14
692
positions
Q4 202513F-HR
0001591122-26-000002 · filed 2026-02-13
609
positions
Q3 202513F-HR
0001591122-25-000010 · filed 2025-11-13
600
positions
Q2 202513F-HR
0001591122-25-000007 · filed 2025-08-11
590
positions
Q1 202513F-HR
0001591122-25-000004 · filed 2025-05-08
593
positions
Q4 202413F-HR
0001591122-25-000002 · filed 2025-02-12
639
positions
Q3 202413F-HR
0001591122-24-000007 · filed 2024-11-12
636
positions
Q2 202413F-HR
0001591122-24-000004 · filed 2024-08-06
530
positions
Q2 202413F-HR/A
0001591122-24-000015 · filed 2024-12-12
530
positions
Q2 202413F-HR/A
0001591122-24-000014 · filed 2024-12-12
530
positions
Q1 202413F-HR
0001591122-24-000003 · filed 2024-05-08
551
positions
Q1 202413F-HR/A
0001591122-24-000013 · filed 2024-12-12
556
positions
Q4 202313F-HR
0001591122-24-000002 · filed 2024-02-12
727
positions
Q4 202313F-HR/A
0001591122-24-000012 · filed 2024-12-12
576
positions
Q3 202313F-HR/A
0001591122-24-000011 · filed 2024-12-12
536
positions
Q3 202313F-HR
0001591122-23-000005 · filed 2023-11-09
536
positions
Q2 202313F-HR
0001591122-23-000004 · filed 2023-08-09
574
positions
Q2 202313F-HR/A
0001591122-24-000010 · filed 2024-12-12
574
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.