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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Quarterly reported holdings in Blue Ridge Bank by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 78k | 4.23 |
| 2025-06-30 | $281k | 78k | 3.59 |
| 2025-03-31 | $255k | 78k | 3.26 |
| 2024-12-31 | $252k | 78k | 3.22 |
| 2024-09-30 | $219k | 78k | 2.80 |
| 2024-06-30 | $204k | 78k | 2.61 |
| 2024-03-31 | $211k | 78k | 2.69 |
| 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 | 12.71 |
| 2022-06-30 | $123k | 8.0k | 15.29 |
| 2022-03-31 | $122k | 8.0k | 15.16 |
| 2021-12-31 | $144k | 8.0k | 17.90 |
| 2021-09-30 | $142k | 8.0k | 17.59 |
| 2021-06-30 | $272k | 16k | 17.52 |
| 2021-03-31 | $227k | 10k | 21.94 |