Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
FRFHF holding history
Fairfax Financial Holdings Ltd 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.
FRFHF overviewAll 13F holders of FRFHFFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −2,677−100.0% | Sold out | Holders |
| Q4 2025 | 2,677 | $5.11M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 2,677 | $4.68M | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2,677 | $4.82M | 0.2% | −7−0.3% | Reduced | Holders |
| Q1 2025 | 2,684 | $3.88M | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,684 | $3.73M | 0.2% | −2,577−49.0% | Reduced | Holders |
| Q3 2024 | 5,261 | $6.65M | 0.3% | +7+0.1% | Added | Holders |
| Q2 2024 | 5,254 | $5.98M | 0.3% | +9+0.2% | Added | Holders |
| Q1 2024 | 5,245 | $5.66M | 0.3% | +45+0.9% | Added | Holders |
| Q4 2023 | 5,200 | $4.82M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2023 | 5,200 | $4.26M | 0.2% | +5,200 | New | Holders |