Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
BNT holding history
Brookfield Wealth Solutions Ltd. 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.
BNT overviewAll 13F holders of BNTFull Q2 2026 holdings
- Shares (Q2 2026)
- 19
- Value
- $811
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $811 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 19 | $787 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 19 | $873 | <0.1% | +6+46.2% | Added | Holders |
| Q3 2025 | 13 | $890 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 13 | $803 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 13 | $678 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 13 | $747 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 13 | $691 | <0.1% | +13 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −13−100.0% | Sold out | Holders |
| Q4 2023 | 13 | $525 | <0.1% | +13 | New | Holders |