Validian shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Validian shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Validian
Tip: Access up to 7 years of quarterly data
All positions including Validian held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Validian by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 37k | 480.70 |
| 2023-12-31 | $0 | 50k | 0.00 |
| 2023-09-30 | $0 | 50k | 0.00 |
| 2023-06-30 | $0 | 40k | 0.00 |
| 2023-03-31 | $0 | 40k | 0.00 |
| 2022-12-31 | $0 | 40k | 0.00 |
| 2022-09-30 | $0 | 40k | 0.00 |
| 2022-06-30 | $0 | 40k | 0.00 |
| 2022-03-31 | $0 | 40k | 0.00 |
| 2021-12-31 | $4 | 40k | 0.00 |
| 2021-09-30 | $120 | 40k | 0.00 |
| 2021-06-30 | $360 | 40k | 0.01 |
| 2021-03-31 | $516 | 40k | 0.01 |
| 2020-12-31 | $0 | 40k | 0.00 |
| 2020-09-30 | $580 | 40k | 0.01 |
| 2020-06-30 | $0 | 2.6k | 0.00 |
| 2020-03-31 | $770 | 50k | 0.02 |
| 2019-12-31 | $1.1k | 50k | 0.02 |
| 2019-09-30 | $1.0k | 50k | 0.02 |
| 2019-06-30 | $1.3k | 50k | 0.03 |
| 2019-03-31 | $525 | 50k | 0.01 |
| 2018-12-31 | $0 | 50k | 0.00 |
| 2018-09-30 | $0 | 50k | 0.00 |