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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

BRBS holding history

Blue Ridge Bankshares, 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.

BRBS overviewAll 13F holders of BRBSFull Q2 2026 holdings

Shares (Q2 2026)
72,588
Value
$256.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BRBS by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,588$256.2K<0.1%00.0%UnchangedHolders
Q1 202672,588$304.9K<0.1%−5,727−7.3%ReducedHolders
Q4 202578,315$334.4K<0.1%+100.0%AddedHolders
Q3 202578,305$331.2K<0.1%00.0%UnchangedHolders
Q2 202578,305$281.1K<0.1%00.0%UnchangedHolders
Q1 202578,305$255.3K<0.1%00.0%UnchangedHolders
Q4 202478,305$252.1K<0.1%00.0%UnchangedHolders
Q3 202478,305$219.3K<0.1%00.0%UnchangedHolders
Q2 202478,305$204.4K<0.1%00.0%UnchangedHolders
Q1 202478,305$210.6K<0.1%−500−0.6%ReducedHolders
Q4 202378,805$238.8K<0.1%−70,928−47.4%ReducedHolders
Q3 2023149,733$676.8K<0.1%00.0%UnchangedHolders
Q2 2023149,733$1.33M0.1%+20.0%AddedHolders
Q1 2023149,731$1.53M0.1%+10.0%AddedHolders
Q4 2022149,730$1.87M0.1%+141,683+1,760.7%AddedHolders
Q3 20228,047$102.3K<0.1%00.0%UnchangedHolders
Q2 20228,047$123.0K<0.1%00.0%UnchangedHolders
Q1 20228,047$122.0K<0.1%00.0%UnchangedHolders
Q4 20218,047$144.0K<0.1%00.0%UnchangedHolders
Q3 20218,047$141.5K<0.1%−7,500−48.2%ReducedHolders
Q2 202115,547$272.4K<0.1%+5,182+50.0%AddedHolders
Q1 202110,365$227.4K<0.1%––Holders

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