Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
PNFP holding history
Pinnacle Financial Partners, 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.
PNFP overviewAll 13F holders of PNFPFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −2,009−100.0% | Sold out | Holders |
| Q3 2023 | 2,009 | $134.7K | <0.1% | −652−24.5% | Reduced | Holders |
| Q2 2023 | 2,661 | $150.7K | <0.1% | −480−15.3% | Reduced | Holders |
| Q1 2023 | 3,141 | $173.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 3,141 | $230.5K | <0.1% | +3,141 | New | Holders |