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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
305
Value
$18.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026305$18.4K<0.1%00.0%UnchangedHolders
Q1 2026305$15.9K<0.1%+80+35.6%AddedHolders
Q4 2025225$12.0K<0.1%00.0%UnchangedHolders
Q3 2025225$10.9K<0.1%−275−55.0%ReducedHolders
Q2 2025500$22.6K<0.1%00.0%UnchangedHolders
Q1 2025500$21.1K<0.1%−928−65.0%ReducedHolders
Q4 20241,428$68.3K<0.1%00.0%UnchangedHolders
Q3 20241,428$65.3K<0.1%−773−35.1%ReducedHolders
Q2 20242,201$87.4K<0.1%00.0%UnchangedHolders
Q1 20242,201$98.4K<0.1%−499−18.5%ReducedHolders
Q4 20232,700$116.8K<0.1%00.0%UnchangedHolders
Q3 20232,700$89.3K<0.1%−673,302−99.6%ReducedHolders
Q2 2023676,002$22.3M1.2%+70,221+11.6%AddedHolders
Q1 2023605,781$21.8M1.2%+32,445+5.7%AddedHolders
Q4 2022573,336$25.0M1.4%+31,439+5.8%AddedHolders
Q3 2022541,897$21.8M1.6%+62,945+13.1%AddedHolders
Q2 2022478,952$22.0M1.5%+143,970+43.0%AddedHolders
Q1 2022334,982$17.8M1.0%+33,902+11.3%AddedHolders
Q4 2021301,080$16.9M0.9%+22,649+8.1%AddedHolders
Q3 2021278,431$16.5M1.0%+21,374+8.3%AddedHolders
Q2 2021257,057$14.6M0.9%+34,750+15.6%AddedHolders
Q1 2021222,307$12.3M0.7%––Holders

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