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
Tip: Access up to 7 years of quarterly data
All positions including Blue Ridge Bank held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |