Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
SFGYY holding history
Sony Financial Group 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.
SFGYY overviewAll 13F holders of SFGYYFull Q2 2026 holdings
- Shares (Q2 2026)
- 18
- Value
- $78
- % of portfolio
- <0.1%
- Quarters held
- 3
- Since Q3 2025