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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

MRP holding history

Millrose Properties, 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.

MRP overviewAll 13F holders of MRPFull Q2 2026 holdings

Shares (Q2 2026)
83
Value
$2.49K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of MRP by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202683$2.49K<0.1%00.0%UnchangedHolders
Q1 202683$2.32K<0.1%−83−50.0%ReducedHolders
Q4 2025166$4.96K<0.1%00.0%UnchangedHolders
Q3 2025166$5.58K<0.1%00.0%UnchangedHolders
Q2 2025166$4.73K<0.1%00.0%UnchangedHolders
Q1 2025166$4.40K<0.1%+166NewHolders