Heritage Wealth Advisors
Position in GHI — Greystone Housing Impact Investors LP
CIK 1591122
RICHMOND, VA
Position in GHI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,782
-$1,915 QoQ
Shares Held
972
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GHI Over Time
Shares Held
Position Value (USD)
All Filings in GHI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,782 | 972 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,697 | 972 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,011 | 972 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,003 | 972 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,984 | 972 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,963 | 972 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $13,637 | 972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,395 | 972 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $15,768 | 968 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $16,185 | 964 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $8,682 | 562 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $9,228 | 560 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $9,682 | 560 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,657 | 555 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $9,504 | 550 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||