Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CDNS holding history

Cadence Design Systems 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.

CDNS overview All 13F holders of CDNS Full Q2 2026 holdings

Shares (Q2 2026): 6
Value: $2.25K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CDNS by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6	$2.25K	<0.1%	−1,022−99.4%	Reduced	Holders
Q1 2026	1,028	$285.6K	<0.1%	−7,002−87.2%	Reduced	Holders
Q4 2025	8,030	$2.51M	0.1%	+8,030	New	Holders