Heritage Wealth Advisors
- SEC CIK
- 0001591122
- Latest filing
- Aug 14, 2026
UBSI holding history
United Bankshares 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.
UBSI overviewAll 13F holders of UBSIFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,344
- Value
- $611.6K
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,344 | $611.6K | <0.1% | +52+0.4% | Added | Holders |
| Q1 2026 | 13,292 | $550.6K | <0.1% | +55+0.4% | Added | Holders |
| Q4 2025 | 13,237 | $508.3K | <0.1% | +55+0.4% | Added | Holders |
| Q3 2025 | 13,182 | $490.5K | <0.1% | −5,472−29.3% | Reduced | Holders |
| Q2 2025 | 18,654 | $679.6K | <0.1% | +58+0.3% | Added | Holders |
| Q1 2025 | 18,596 | $644.7K | <0.1% | +52+0.3% | Added | Holders |
| Q4 2024 | 18,544 | $696.3K | <0.1% | −3,380−15.4% | Reduced | Holders |
| Q3 2024 | 21,924 | $813.4K | <0.1% | +59+0.3% | Added | Holders |
| Q2 2024 | 21,865 | $709.3K | <0.1% | +56+0.3% | Added | Holders |
| Q1 2024 | 21,809 | $780.6K | <0.1% | +49+0.2% | Added | Holders |
| Q4 2023 | 21,760 | $817.1K | <0.1% | +67+0.3% | Added | Holders |
| Q3 2023 | 21,693 | $598.5K | <0.1% | +60+0.3% | Added | Holders |
| Q2 2023 | 21,633 | $641.9K | <0.1% | +5,000+30.1% | Added | Holders |
| Q1 2023 | 16,633 | $585.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 16,633 | $673.5K | <0.1% | −1,230−6.9% | Reduced | Holders |
| Q3 2022 | 17,863 | $638.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 17,863 | $626.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 17,863 | $623.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 17,863 | $648.0K | <0.1% | +17,863 | New | Holders |