Heritage Wealth Architects, Inc. STRATEGIC TRUST Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025
Number of Shares
310,795
Previous 267,943 15.99%
Holding current value
$10.7 Billion
Previous $9.07 Billion 17.47%
% of portfolio
6.56%
Previous 6.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
N/A
42,852 Added 15.99%
310,795 $10.7 Billion
Q2 2025

Jul 09, 2025
BUY
N/A
8,433 Added 3.25%
267,943 $9.07 Billion
Q1 2025

May 15, 2025
BUY
N/A
259,510 New
259,510 $8.42 Billion
Track This Portfolio

Track Heritage Wealth Architects, Inc. Portfolio

Follow Heritage Wealth Architects, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Architects, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Architects, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email