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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

HUM holding history

Humana 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.

HUM overviewAll 13F holders of HUMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of HUM by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−195−100.0%Sold outHolders
Q4 2025195$49.9K<0.1%00.0%UnchangedHolders
Q3 2025195$50.7K<0.1%00.0%UnchangedHolders
Q2 2025195$47.7K<0.1%00.0%UnchangedHolders
Q1 2025195$51.6K<0.1%−11−5.3%ReducedHolders
Q4 2024206$52.3K<0.1%+2+1.0%AddedHolders
Q3 2024204$64.6K<0.1%+9+4.6%AddedHolders
Q2 2024195$72.9K<0.1%−60−23.5%ReducedHolders
Q1 2024255$88.4K<0.1%+60+30.8%AddedHolders
Q4 2023195$89.3K<0.1%00.0%UnchangedHolders
Q3 2023195$94.9K<0.1%00.0%UnchangedHolders
Q2 2023195$87.2K<0.1%00.0%UnchangedHolders
Q1 2023195$94.7K<0.1%−426−68.6%ReducedHolders
Q4 2022621$318.1K<0.1%00.0%UnchangedHolders
Q3 2022621$301.3K<0.1%00.0%UnchangedHolders
Q2 2022621$291.0K<0.1%00.0%UnchangedHolders
Q1 2022621$270.0K<0.1%00.0%UnchangedHolders
Q4 2021621$288.0K<0.1%00.0%UnchangedHolders
Q3 2021621$241.7K<0.1%00.0%UnchangedHolders
Q2 2021621$274.9K<0.1%00.0%UnchangedHolders
Q1 2021621$260.4K<0.1%––Holders

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