Shore Bancshares shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Shore Bancshares (SHBI) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Shore Bancshares
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Quarterly reported holdings in Shore Bancshares by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16k | 1.0k | 16.41 |
| 2025-06-30 | $16k | 1.0k | 15.72 |
| 2025-03-31 | $14k | 1.0k | 13.54 |
| 2024-12-31 | $16k | 1.0k | 15.85 |
| 2024-09-30 | $14k | 1.0k | 13.99 |
| 2024-03-31 | $40k | 3.4k | 11.50 |
| 2023-12-31 | $71k | 5.0k | 14.25 |
| 2023-09-30 | $53k | 5.0k | 10.52 |