Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

XYZ holding history

Block, 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.

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

Shares (Q2 2026): 49
Value: $3.72K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of XYZ by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49	$3.72K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	49	$2.95K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	49	$3.19K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	49	$3.54K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	49	$3.33K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	49	$2.66K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	49	$4.17K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	49	$3.29K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	49	$3.16K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	49	$4.14K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	49	$3.79K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	49	$2.17K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	49	$3.26K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	49	$3.36K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	49	$3.08K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	49	$2.69K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	49	$3.00K	<0.1%	+20+69.0%	Added	Holders
Q1 2022	29	$4.00K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	29	$5.00K	<0.1%	+4+16.0%	Added	Holders
Q3 2021	25	$6.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	25	$6.09K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	25	$5.68K	<0.1%	–	–	Holders

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