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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

SFTGQ holding history

Shift Technologies, 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.

SFTGQ overviewAll 13F holders of SFTGQFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of SFTGQ by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$00.0%+14NewHolders
Q1 20260$00.0%−14−100.0%Sold outHolders
Q4 202514$00.0%00.0%UnchangedHolders
Q3 202514$00.0%00.0%UnchangedHolders
Q2 202514$00.0%00.0%UnchangedHolders
Q1 202514$00.0%00.0%UnchangedHolders
Q4 202414$00.0%00.0%UnchangedHolders
Q3 202414$00.0%00.0%UnchangedHolders
Q2 202414$00.0%00.0%UnchangedHolders
Q1 202414$00.0%00.0%UnchangedHolders
Q4 202314$1<0.1%00.0%UnchangedHolders
Q3 202314$22<0.1%00.0%UnchangedHolders
Q2 202314$30<0.1%00.0%UnchangedHolders
Q1 202314$16<0.1%−254−94.8%ReducedConverted for a 1-for-10 splitHolders
Q4 20222,681$399<0.1%+2,681NewHolders