Atlantic Union B shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Atlantic Union B (AUB) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Atlantic Union B
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All positions including Atlantic Union B held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Atlantic Union B by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 9.6k | 35.29 |
| 2025-06-30 | $251k | 8.2k | 30.68 |
| 2025-03-31 | $255k | 8.2k | 31.14 |
| 2024-12-31 | $280k | 7.4k | 37.88 |
| 2024-09-30 | $224k | 5.9k | 37.67 |