Skip to main content
Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q2 2026)
877
Value
$843.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BLK by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026877$843.3K<0.1%−33−3.6%ReducedHolders
Q1 2026910$875.2K<0.1%−34−3.6%ReducedHolders
Q4 2025944$1.01M<0.1%00.0%UnchangedHolders
Q3 2025944$1.10M<0.1%−88−8.5%ReducedHolders
Q2 20251,032$1.08M0.1%00.0%UnchangedHolders
Q1 20251,032$976.8K<0.1%−7−0.7%ReducedHolders
Q4 20241,039$1.07M0.1%−22−2.1%ReducedHolders
Q3 20241,061$1.01M<0.1%+133+14.3%AddedHolders
Q2 2024928$730.8K<0.1%−1−0.1%ReducedHolders
Q1 2024929$774.7K<0.1%−12−1.3%ReducedHolders
Q4 2023941$764.1K<0.1%+128+15.7%AddedHolders
Q3 2023813$525.8K<0.1%+293+56.3%AddedHolders
Q2 2023520$359.6K<0.1%−18−3.3%ReducedHolders
Q1 2023538$360.1K<0.1%−66−10.9%ReducedHolders
Q4 2022604$428.2K<0.1%+117+24.0%AddedHolders
Q3 2022487$268.0K<0.1%00.0%UnchangedHolders
Q2 2022487$297.0K<0.1%+320+191.6%AddedHolders
Q1 2022167$128.0K<0.1%−430−72.0%ReducedHolders
Q4 2021597$547.0K<0.1%−19−3.1%ReducedHolders
Q3 2021616$516.6K<0.1%00.0%UnchangedHolders
Q2 2021616$539.0K<0.1%−637−50.8%ReducedHolders
Q1 20211,253$944.7K0.1%––Holders

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