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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

J holding history

Jacobs Solutions 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
16,092
Value
$2.03M
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of J by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,092$2.03M0.1%−846−5.0%ReducedHolders
Q1 202616,938$2.16M0.1%+16,938NewHolders