Heritage Wealth Advisors

Position in GIS — General Mills Inc

CIK 1591122 RICHMOND, VA

Position in GIS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$14,888

-$3,712 QoQ

Shares Held

400

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $164,087 across 6 Packaged Foods names.

#	Ticker	Company	Shares	Value (USD)
1	KHC	Kraft Heinz Co	3,742	$88,386
2	JBSS	Sanfilippo John B & Son Inc	500	$42,995
3	INGR	Ingredion Inc	302	$28,602
4	CPB	CAMPBELL'S Co	93	$2,071
5	MKC	Mccormick & Co Inc	40	$2,016
6	BYND	Beyond Meat, Inc.	1	$17

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,888	400	0.0%	Shares	Sole	2026-05-14
2025-12-31	$18,600	400	+33.3%	Shares	Sole	2026-02-13
2025-09-30	$15,126	300	0.0%	Shares	Sole	2025-11-13
2025-06-30	$15,543	300	0.0%	Shares	Sole	2025-08-11
2025-03-31	$17,937	300	-15.7%	Shares	Sole	2025-05-08
2024-12-31	$22,702	356	+2.9%	Shares	Sole	2025-02-12
2024-09-30	$25,552	346	+15.3%	Shares	Sole	2024-11-12
2024-06-30	$18,978	300	0.0%	Shares	Sole	2024-12-12
2024-03-31	$20,991	300	0.0%	Shares	Sole	2024-12-12
2023-12-31	$19,542	300	-72.2%	Shares	Sole	2024-12-12
2021-12-31	$72,770	1,080	0.0%	Shares	Sole	2022-03-28
2021-09-30	$64,605	1,080	0.0%	Shares	Sole	2021-11-02
2021-06-30	$65,804	1,080	0.0%	Shares	Sole	2021-08-09
2021-03-31	$66,225	1,080	-12.3%	Shares	Sole	2021-04-27
2020-12-31	$72,441	1,232	+392.8%	Shares	Sole	2021-02-01
2020-03-31	$13,192	250	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.