Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

STR holding history

Sitio Royalties 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of STR by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−524−100.0%	Sold out	Holders
Q1 2024	524	$13.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	524	$12.3K	<0.1%	−1,169−69.0%	Reduced	Holders
Q3 2023	1,693	$41.0K	<0.1%	+1,693	New	Holders