Heritage Wealth Advisors

Position in UVV — Universal Corp /Va/

CIK 1591122 RICHMOND, VA

Position in UVV

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

Position Value

$981,168

+$12,889 QoQ

Shares Held

18,618

+1.4% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Heritage Wealth Advisors holds $17,263,933 across 4 Tobacco names. UVV ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	65,521	$10,833,242
2	MO	Altria Group, Inc.	81,695	$5,391,053
3	UVV	Universal Corp /Va/ This page	18,618	$981,168
4	BTI	British American Tobacco p.l.c.	1,000	$58,470

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$981,168	18,618	+1.4%	Shares	Sole	2026-05-14
2025-12-31	$968,279	18,356	+1.6%	Shares	Sole	2026-02-13
2025-09-30	$1,009,123	18,062	+1.5%	Shares	Sole	2025-11-13
2025-06-30	$1,036,264	17,793	+44.4%	Shares	Sole	2025-08-11
2025-03-31	$690,479	12,319	-53.7%	Shares	Sole	2025-05-08
2024-12-31	$1,459,018	26,605	+0.7%	Shares	Sole	2025-02-12
2024-09-30	$1,402,953	26,416	+0.7%	Shares	Sole	2024-11-12
2024-06-30	$1,263,782	26,225	+20.7%	Shares	Sole	2024-12-12
2024-03-31	$1,123,927	21,731	+0.5%	Shares	Sole	2024-12-12
2023-12-31	$1,456,333	21,633	+0.5%	Shares	Sole	2024-12-12
2023-09-30	$1,016,148	21,524	+0.5%	Shares	Sole	2024-12-12
2023-06-30	$1,069,165	21,409	+16.2%	Shares	Sole	2024-12-12
2023-03-31	$974,498	18,425	+0.3%	Shares	Sole	2023-05-04
2022-12-31	$969,961	18,367	+0.3%	Shares	Sole	2024-12-12
2022-09-30	$843,084	18,312	+0.3%	Shares	Sole	2024-12-12
2022-06-30	$1,104,609	18,258	+6.9%	Shares	Sole	2022-08-04
2022-03-31	$992,242	17,087	+0.2%	Shares	Sole	2022-05-11
2021-12-31	$936,221	17,047	+0.2%	Shares	Sole	2022-03-28
2021-09-30	$821,899	17,006	+0.2%	Shares	Sole	2021-11-02
2021-06-30	$966,666	16,968	+6.8%	Shares	Sole	2021-08-09
2021-03-31	$937,292	15,889	0.0%	Shares	Sole	2021-04-27
2020-12-31	$772,364	15,889	0.0%	Shares	Sole	2021-02-01
2020-09-30	$665,431	15,889	0.0%	Shares	Sole	2020-11-03
2020-06-30	$675,441	15,889	+1216.4%	Shares	Sole	2020-07-17
2020-03-31	$53,361	1,207	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.