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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

FNF holding history

Fidelity National Financial, 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.

FNF overviewAll 13F holders of FNFFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of FNF by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−886−100.0%Sold outHolders
Q3 2023886$36.6K<0.1%00.0%UnchangedHolders
Q2 2023886$31.9K<0.1%00.0%UnchangedHolders
Q1 2023886$30.9K<0.1%−886−50.0%ReducedHolders
Q4 20221,772$66.7K<0.1%00.0%UnchangedHolders
Q3 20221,772$64.1K<0.1%00.0%UnchangedHolders
Q2 20221,772$65.0K<0.1%00.0%UnchangedHolders
Q1 20221,772$87.0K<0.1%00.0%UnchangedHolders
Q4 20211,772$92.0K<0.1%00.0%UnchangedHolders
Q3 20211,772$80.3K<0.1%00.0%UnchangedHolders
Q2 20211,772$77.0K<0.1%00.0%UnchangedHolders
Q1 20211,772$72.0K<0.1%––Holders

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