Heritage Wealth Advisors

CIK
0001591122
City
RICHMOND
State / Country
VA

Holdings in BRBS

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $334,405 78,315
2025-09-30 $331,230 78,305
2025-06-30 $281,114 78,305
2025-03-31 $255,274 78,305
2024-12-31 $252,142 78,305
2024-09-30 $219,254 78,305
2024-06-30 $204,376 78,305
2024-03-31 $210,640 78,305
2023-12-31 $238,779 78,805
2023-09-30 $676,793 149,733
2023-06-30 $1,325,137 149,733
2023-03-31 $1,527,256 149,731
2022-12-31 $1,870,127 149,730
2022-09-30 $102,277 8,047
2022-06-30 $123,280 8,047
2022-03-31 $122,072 8,047
2021-12-31 $144,041 8,047
2021-09-30 $141,546 8,047
2021-03-31 $151,605 10,365