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Heritage Oak Wealth Advisors LLC

SEC CIK
0002035533
Latest filing
Jul 23, 2026

GWW holding history

W.W. Grainger, Inc. in every 13F filed by Heritage Oak Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GWW overviewAll 13F holders of GWWFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of GWW by Heritage Oak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−202−100.0%Sold outHolders
Q4 2024202$212.9K0.1%+202NewHolders
Q3 20240$00.0%−666−100.0%Sold outHolders
Q2 2024666$600.9K0.3%–No prior filingHolders