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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

BEN holding history

Franklin Templeton 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.

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of BEN by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−96−100.0%Sold outHolders
Q4 202496$1.95K<0.1%+17+21.5%AddedHolders
Q3 202479$1.59K<0.1%+79NewHolders