Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
IVR holding history
Invesco Mortgage Capital 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.
IVR overviewAll 13F holders of IVRFull Q2 2026 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −90−100.0% | Sold out | Holders |
| Q2 2022 | 90 | $1.00K | <0.1% | 00.0% | UnchangedConverted for a 1-for-10 split | Holders |
| Q1 2022 | 900 | $2.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 900 | $3.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 900 | $2.83K | <0.1% | +900 | New | Holders |