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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

EQH holding history

Equitable Holdings, 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.

EQH overviewAll 13F holders of EQHFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of EQH by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2−100.0%Sold outHolders
Q3 20242$84<0.1%+2NewHolders