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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

WBA holding history

Walgreens Boots Alliance, 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.

WBA overviewAll 13F holders of WBAFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of WBA by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−2,000−100.0%Sold outHolders
Q4 20232,000$52.2K<0.1%+2,000NewHolders
Q1 20230$00.0%−10−100.0%Sold outHolders
Q4 202210$374<0.1%00.0%UnchangedHolders
Q3 202210$314<0.1%−3,000−99.7%ReducedHolders
Q2 20223,010$114.0K<0.1%00.0%UnchangedHolders
Q1 20223,010$135.0K<0.1%−60−2.0%ReducedHolders
Q4 20213,070$160.0K<0.1%−250−7.5%ReducedHolders
Q3 20213,320$156.2K<0.1%00.0%UnchangedHolders
Q2 20213,320$174.7K<0.1%−50−1.5%ReducedHolders
Q1 20213,370$185.0K<0.1%––Holders

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