Heritage Wealth Advisors
Position in VALQ — American Century U.S. Quality Value ETF
CIK 1591122
RICHMOND, VA
All Filings in VALQ
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VALQ | $1,123,172 | 17,274 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 VALQ | $1,181,921 | 17,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 VALQ | $1,280,235 | 19,860 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 VALQ | $3,637,133 | 58,619 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 VALQ | $3,599,193 | 59,207 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 VALQ | $3,127,050 | 51,269 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 VALQ | $3,121,204 | 50,248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 VALQ | $2,752,076 | 48,505 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 VALQ | $2,536,559 | 43,508 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 VALQ | $1,475,398 | 27,779 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 VALQ | $1,393,496 | 28,648 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 VALQ | $1,548,643 | 31,116 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 VALQ | $1,501,336 | 31,317 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 VALQ | $1,285,006 | 27,030 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 VALQ | $1,138,684 | 27,118 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 VALQ | $1,178,333 | 25,631 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 VALQ | $1,255,303 | 24,108 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 VALQ | $1,168,522 | 22,073 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 VALQ | $870,797 | 17,783 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 VALQ | $617,100 | 12,420 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 VALQ | $593,593 | 12,531 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||