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Blue Ridge Bank shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Blue Ridge Bank (BRBS) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Blue Ridge Bank

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All positions including Blue Ridge Bank held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blue Ridge Bank by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $239k 79k 3.03
2023-09-30 $677k 150k 4.52
2023-06-30 $1.3M 150k 8.85
2023-03-31 $1.5M 150k 10.20
2022-12-31 $1.9M 150k 12.49
2022-09-30 $102k 8.0k 12.68
2022-06-30 $123k 8.0k 15.29
2022-03-31 $122k 8.0k 15.16
2021-12-31 $144k 8.0k 17.89
2021-09-30 $142k 8.0k 17.59
2021-06-30 $272k 16k 17.52
2021-03-31 $227k 10k 21.94