Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

TFC holding history

Truist Financial 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.

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

Shares (Q2 2026): 36,126
Value: $1.80M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TFC by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,126	$1.80M	0.1%	+50+0.1%	Added	Holders
Q1 2026	36,076	$1.66M	0.1%	−2,154−5.6%	Reduced	Holders
Q4 2025	38,230	$1.88M	0.1%	−1,177−3.0%	Reduced	Holders
Q3 2025	39,407	$1.80M	0.1%	+208+0.5%	Added	Holders
Q2 2025	39,199	$1.69M	0.1%	−981−2.4%	Reduced	Holders
Q1 2025	40,180	$1.65M	0.1%	−79−0.2%	Reduced	Holders
Q4 2024	40,259	$1.75M	0.1%	−642−1.6%	Reduced	Holders
Q3 2024	40,901	$1.75M	0.1%	−929−2.2%	Reduced	Holders
Q2 2024	41,830	$1.63M	0.1%	−955−2.2%	Reduced	Holders
Q1 2024	42,785	$1.67M	0.1%	+144+0.3%	Added	Holders
Q4 2023	42,641	$1.57M	0.1%	−744−1.7%	Reduced	Holders
Q3 2023	43,385	$1.24M	0.1%	+31+0.1%	Added	Holders
Q2 2023	43,354	$1.32M	0.1%	−1,751−3.9%	Reduced	Holders
Q1 2023	45,105	$1.54M	0.1%	−1,736−3.7%	Reduced	Holders
Q4 2022	46,841	$2.02M	0.1%	−1,140−2.4%	Reduced	Holders
Q3 2022	47,981	$2.09M	0.2%	+190.0%	Added	Holders
Q2 2022	47,962	$2.27M	0.2%	−261,421−84.5%	Reduced	Holders
Q1 2022	309,383	$17.5M	1.0%	+33,124+12.0%	Added	Holders
Q4 2021	276,259	$16.2M	0.9%	+25,706+10.3%	Added	Holders
Q3 2021	250,553	$14.7M	0.9%	+14,571+6.2%	Added	Holders
Q2 2021	235,982	$13.1M	0.8%	+9,727+4.3%	Added	Holders
Q1 2021	226,255	$13.2M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.