Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MTB holding history

M&T Bank 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.

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

Shares (Q2 2026): 1,460
Value: $347.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of MTB by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,460	$347.5K	<0.1%	+1,460	New	Holders
Q1 2025	0	$0	0.0%	−28−100.0%	Sold out	Holders
Q4 2024	28	$5.26K	<0.1%	+5+21.7%	Added	Holders
Q3 2024	23	$4.10K	<0.1%	+23	New	Holders