Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

IEX holding history

Idex 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.

IEX overview All 13F holders of IEX Full Q2 2026 holdings

Shares (Q2 2026): 35
Value: $7.94K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2022

Holdings of IEX by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35	$7.94K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	35	$6.63K	<0.1%	+35	New	Holders
Q3 2022	0	$0	0.0%	−530−100.0%	Sold out	Holders
Q2 2022	530	$96.0K	<0.1%	+530	New	Holders