Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

ESS holding history

Essex Property Trust, 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of ESS by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q4 2024	2	$571	<0.1%	00.0%	Unchanged	Holders
Q3 2024	2	$591	<0.1%	+2	New	Holders
Q1 2024	0	$0	0.0%	−668−100.0%	Sold out	Holders
Q4 2023	668	$165.6K	<0.1%	+668	New	Holders