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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

VTRS holding history

Viatris 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.

VTRS overviewAll 13F holders of VTRSFull Q2 2026 holdings

Shares (Q2 2026)
306
Value
$4.86K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of VTRS by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026306$4.86K<0.1%+5+1.7%AddedHolders
Q1 2026301$4.07K<0.1%00.0%UnchangedHolders
Q4 2025301$3.75K<0.1%00.0%UnchangedHolders
Q3 2025301$2.98K<0.1%00.0%UnchangedHolders
Q2 2025301$2.69K<0.1%00.0%UnchangedHolders
Q1 2025301$2.62K<0.1%+47+18.5%AddedHolders
Q4 2024254$3.16K<0.1%00.0%UnchangedHolders
Q3 2024254$2.95K<0.1%00.0%UnchangedHolders
Q2 2024254$2.70K<0.1%00.0%UnchangedHolders
Q1 2024254$3.03K<0.1%00.0%UnchangedHolders
Q4 2023254$2.75K<0.1%00.0%UnchangedHolders
Q3 2023254$2.50K<0.1%−32−11.2%ReducedHolders
Q2 2023286$2.85K<0.1%−118−29.2%ReducedHolders
Q1 2023404$3.89K<0.1%−749−65.0%ReducedHolders
Q4 20221,153$12.8K<0.1%00.0%UnchangedHolders
Q3 20221,153$9.82K<0.1%00.0%UnchangedHolders
Q2 20221,153$12.0K<0.1%00.0%UnchangedHolders
Q1 20221,153$13.0K<0.1%00.0%UnchangedHolders
Q4 20211,153$16.0K<0.1%00.0%UnchangedHolders
Q3 20211,153$15.6K<0.1%−271−19.0%ReducedHolders
Q2 20211,424$20.3K<0.1%+143+11.2%AddedHolders
Q1 20211,281$17.9K<0.1%––Holders

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