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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

A holding history

Agilent Technologies, Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

A overviewAll 13F holders of AFull Q2 2026 holdings

Shares (Q2 2026)
116
Value
$15.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of A by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026116$15.4K<0.1%00.0%UnchangedHolders
Q1 2026116$13.2K<0.1%+116NewHolders
Q4 20250$00.0%−28−100.0%Sold outHolders
Q3 202528$3.59K<0.1%00.0%UnchangedHolders
Q2 202528$3.30K<0.1%00.0%UnchangedHolders
Q1 202528$3.27K<0.1%−36−56.3%ReducedHolders
Q4 202464$8.60K<0.1%+5+8.5%AddedHolders
Q3 202459$8.76K<0.1%+31+110.7%AddedHolders
Q2 202428$3.63K<0.1%00.0%UnchangedHolders
Q1 202428$4.07K<0.1%00.0%UnchangedHolders
Q4 202328$3.89K<0.1%00.0%UnchangedHolders
Q3 202328$3.13K<0.1%−138−83.1%ReducedHolders
Q2 2023166$20.0K<0.1%−200−54.6%ReducedHolders
Q1 2023366$50.6K<0.1%00.0%UnchangedHolders
Q4 2022366$54.8K<0.1%00.0%UnchangedHolders
Q3 2022366$44.5K<0.1%−200−35.3%ReducedHolders
Q2 2022566$67.0K<0.1%00.0%UnchangedHolders
Q1 2022566$75.0K<0.1%00.0%UnchangedHolders
Q4 2021566$90.0K<0.1%00.0%UnchangedHolders
Q3 2021566$89.2K<0.1%00.0%UnchangedHolders
Q2 2021566$83.7K<0.1%00.0%UnchangedHolders
Q1 2021566$72.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.