Humana shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Humana (HUM) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Humana
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All positions including Humana held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Humana by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $863k | 3.3k | 260.16 |
| 2025-06-30 | $1.5M | 6.3k | 244.49 |
| 2025-03-31 | $1.7M | 6.3k | 264.60 |
| 2024-12-31 | $2.3M | 9.2k | 253.71 |
| 2024-06-30 | $3.5M | 9.2k | 373.65 |
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