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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

GD holding history

General Dynamics Corp 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.

GD overviewAll 13F holders of GDFull Q2 2026 holdings

Shares (Q2 2026)
849
Value
$300.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GD by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026849$300.8K<0.1%00.0%UnchangedHolders
Q1 2026849$291.4K<0.1%00.0%UnchangedHolders
Q4 2025849$285.8K<0.1%−923−52.1%ReducedHolders
Q3 20251,772$604.3K<0.1%00.0%UnchangedHolders
Q2 20251,772$516.8K<0.1%00.0%UnchangedHolders
Q1 20251,772$483.0K<0.1%−130−6.8%ReducedHolders
Q4 20241,902$501.2K<0.1%−2,166−53.2%ReducedHolders
Q3 20244,068$1.23M0.1%−1,024−20.1%ReducedHolders
Q2 20245,092$1.48M0.1%00.0%UnchangedHolders
Q1 20245,092$1.44M0.1%00.0%UnchangedHolders
Q4 20235,092$1.32M0.1%+250+5.2%AddedHolders
Q3 20234,842$1.07M0.1%00.0%UnchangedHolders
Q2 20234,842$1.04M0.1%−66−1.3%ReducedHolders
Q1 20234,908$1.12M0.1%−65−1.3%ReducedHolders
Q4 20224,973$1.23M0.1%+203+4.3%AddedHolders
Q3 20224,770$1.01M0.1%−135−2.8%ReducedHolders
Q2 20224,905$1.08M0.1%+265+5.7%AddedHolders
Q1 20224,640$1.12M0.1%00.0%UnchangedHolders
Q4 20214,640$967.0K0.1%00.0%UnchangedHolders
Q3 20214,640$909.6K0.1%+200+4.5%AddedHolders
Q2 20214,440$835.9K0.1%−365−7.6%ReducedHolders
Q1 20214,805$872.4K0.1%––Holders

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