Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
GHI holding history
Greystone Housing Impact Investors LP 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.
GHI overviewAll 13F holders of GHIFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −972−100.0% | Sold out | Holders |
| Q1 2026 | 972 | $4.78K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 972 | $6.70K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 972 | $10.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 972 | $11.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 972 | $12.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 972 | $9.96K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 972 | $13.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 972 | $14.4K | <0.1% | +4+0.4% | Added | Holders |
| Q1 2024 | 968 | $15.8K | <0.1% | +4+0.4% | Added | Holders |
| Q4 2023 | 964 | $16.2K | <0.1% | +402+71.5% | Added | Holders |
| Q3 2023 | 562 | $8.68K | <0.1% | +2+0.4% | Added | Holders |
| Q2 2023 | 560 | $9.23K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 560 | $9.68K | <0.1% | +5+0.9% | Added | Holders |
| Q4 2022 | 555 | $9.66K | <0.1% | +5+0.9% | Added | Holders |
| Q3 2022 | 550 | $9.50K | <0.1% | +550 | New | Holders |