Heritage Wealth Advisors

Q3 2022 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Tina Leiter - Chief Compliance Officer
Location
Richmond, VA
Holdings as of
30 Sep 2022
Value $
$1,378,529,969
Num holdings
533
Filing time
12 Dec 2024, 12:52:25 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, IEFA, ITOT, IWS, and SPY.
Previous filing
Q2 2022 - 04 Aug 2022
Next filing
Q4 2022 - 12 Dec 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q3 - Restatement compared to 2022 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Tina Leiter Chief Compliance Officer Richmond, Virginia 12 Dec 2024