Heritage Wealth Advisors

CIK
0001591122
City
RICHMOND
State / Country
VA

Holdings in ACH

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $131,303 46,894
2025-09-30 $225,091 46,894
2025-06-30 $426,735 46,894
2025-03-31 $423,452 46,894
2024-12-31 $612,904 46,894
2024-09-30 $735,766 46,894
2024-06-30 $633,069 46,894
2024-03-31 $1,299,432 46,894
2023-12-31 $903,647 46,894
2023-09-30 $775,680 48,000
2023-06-30 $913,920 48,000
2023-03-31 $698,400 48,000
2022-12-31 $937,440 48,000
2022-09-30 $1,156,800 48,000
2022-06-30 $1,509,600 48,000
2022-03-31 $2,201,000 50,000
2021-12-31 $2,175,000 50,000
2021-09-30 $6,258,000 200,000
2021-06-30 $2,116,500 50,000
2021-03-31 $7,518,000 200,000
2020-12-31 $1,352,500 50,000
2020-09-30 $1,255,500 50,000
2020-06-30 $35,623 4,675