Heritage Wealth Advisors
Position in CVLC — Calvert US Large-Cap Core Responsible Index ETF
CIK 1591122
RICHMOND, VA
All Filings in CVLC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CVLC | $357,307 | 4,463 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 CVLC | $410,754 | 4,876 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 CVLC | $399,198 | 4,876 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 CVLC | $403,825 | 5,276 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 CVLC | $262,247 | 3,804 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||