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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

DJP holding history

Barclays Bank PLC 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.

DJP overviewAll 13F holders of DJPFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2022
Holdings of DJP by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−1,528−100.0%Sold outHolders
Q1 20221,528$56.0K<0.1%+1,528NewHolders