Heritage Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Heritage Wealth Advisors going back to Feb. 7, 2014
- Heritage Wealth Advisors 2023 Q4 - filed Feb. 12, 2024 - new!
- Heritage Wealth Advisors 2023 Q3 - filed Nov. 9, 2023
- Heritage Wealth Advisors 2023 Q2 - filed Aug. 9, 2023
- Heritage Wealth Advisors 2023 Q1 - filed May 4, 2023
- Heritage Wealth Advisors 2022 Q4 - filed Feb. 7, 2023
- Heritage Wealth Advisors 2022 Q3 - filed Nov. 10, 2022
- Heritage Wealth Advisors 2022 Q2 - filed Aug. 4, 2022
- Heritage Wealth Advisors 2022 Q1 - filed May 11, 2022
- Heritage Wealth Advisors 2021 Q4 restated - filed March 28, 2022
- Heritage Wealth Advisors 2021 Q4 - filed Feb. 2, 2022
- Heritage Wealth Advisors 2021 Q3 - filed Nov. 2, 2021
- Heritage Wealth Advisors 2021 Q2 restated - filed Aug. 9, 2021
- Heritage Wealth Advisors 2021 Q2 - filed July 27, 2021
- Heritage Wealth Advisors 2021 Q1 - filed April 27, 2021
- Heritage Wealth Advisors 2020 Q4 - filed Feb. 1, 2021
- Heritage Wealth Advisors 2020 Q3 - filed Nov. 3, 2020
- Heritage Wealth Advisors 2020 Q2 restated - filed July 17, 2020
- Heritage Wealth Advisors 2020 Q2 - filed July 17, 2020
- Heritage Wealth Advisors 2020 Q1 - filed May 5, 2020
- Heritage Wealth Advisors 2019 Q4 - filed Feb. 4, 2020
- Heritage Wealth Advisors 2019 Q3 - filed Oct. 30, 2019
- Heritage Wealth Advisors 2019 Q2 - filed Aug. 5, 2019
- Heritage Wealth Advisors 2019 Q1 - filed May 6, 2019
- Heritage Wealth Advisors 2018 Q4 - filed Jan. 28, 2019
- Heritage Wealth Advisors 2018 Q3 - filed Nov. 14, 2018
- Heritage Wealth Advisors 2018 Q2 - filed July 19, 2018
- Heritage Wealth Advisors 2018 Q1 - filed May 10, 2018
- Heritage Wealth Advisors 2017 Q4 - filed Feb. 2, 2018
- Heritage Wealth Advisors 2017 Q3 - filed Nov. 7, 2017
- Heritage Wealth Advisors 2017 Q2 - filed July 27, 2017
- Heritage Wealth Advisors 2017 Q1 - filed May 10, 2017
- Heritage Wealth Advisors 2016 Q4 - filed Jan. 27, 2017
- Heritage Wealth Advisors 2016 Q3 - filed Oct. 28, 2016
- Heritage Wealth Advisors 2016 Q2 - filed Aug. 4, 2016
- Heritage Wealth Advisors 2016 Q1 - filed May 2, 2016
- Heritage Wealth Advisors 2015 Q4 - filed Feb. 2, 2016
- Heritage Wealth Advisors 2015 Q3 - filed Oct. 22, 2015
- Heritage Wealth Advisors 2015 Q2 - filed Aug. 6, 2015
- Heritage Wealth Advisors 2015 Q1 - filed May 6, 2015
- Heritage Wealth Advisors 2014 Q4 - filed Feb. 10, 2015
- Heritage Wealth Advisors 2014 Q3 restated - filed Nov. 13, 2014
- Heritage Wealth Advisors 2014 Q3 - filed Nov. 7, 2014
- Heritage Wealth Advisors 2014 Q2 - filed Aug. 6, 2014
- Heritage Wealth Advisors 2014 Q1 - filed May 5, 2014
- Heritage Wealth Advisors 2013 Q4 - filed Feb. 7, 2014