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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

AUB holding history

Atlantic Union Bankshares Corp 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.

AUB overviewAll 13F holders of AUBFull Q2 2026 holdings

Shares (Q2 2026)
21,268
Value
$899.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AUB by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,268$899.8K<0.1%+179+0.8%AddedHolders
Q1 202621,089$753.7K<0.1%00.0%UnchangedHolders
Q4 202521,089$744.4K<0.1%00.0%UnchangedHolders
Q3 202521,089$744.2K<0.1%−107−0.5%ReducedHolders
Q2 202521,196$663.0K<0.1%00.0%UnchangedHolders
Q1 202521,196$660.0K<0.1%−48−0.2%ReducedHolders
Q4 202421,244$804.7K<0.1%00.0%UnchangedHolders
Q3 202421,244$800.3K<0.1%−30−0.1%ReducedHolders
Q2 202421,274$698.9K<0.1%+107+0.5%AddedHolders
Q1 202421,167$747.4K<0.1%00.0%UnchangedHolders
Q4 202321,167$773.4K<0.1%−722−3.3%ReducedHolders
Q3 202321,889$630.0K<0.1%+2,702+14.1%AddedHolders
Q2 202319,187$497.9K<0.1%00.0%UnchangedHolders
Q1 202319,187$672.5K<0.1%00.0%UnchangedHolders
Q4 202219,187$674.2K<0.1%00.0%UnchangedHolders
Q3 202219,187$582.9K<0.1%00.0%UnchangedHolders
Q2 202219,187$651.0K<0.1%00.0%UnchangedHolders
Q1 202219,187$704.0K<0.1%00.0%UnchangedHolders
Q4 202119,187$715.0K<0.1%00.0%UnchangedHolders
Q3 202119,187$707.0K<0.1%+3,656+23.5%AddedHolders
Q2 202115,531$562.5K<0.1%−1,000−6.0%ReducedHolders
Q1 202116,531$634.1K<0.1%––Holders

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