Heritage Wealth Architects, Inc. TIMOTHY PLAN Transaction History

Heritage Wealth Architects, Inc.

  • $136 Billion
  • Q2 2025
Number of Shares
9,711
Previous 9,429 2.99%
Holding current value
$233 Million
Previous $226 Million 3.44%
% of portfolio
0.17%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
N/A
282 Added 2.99%
9,711 $233 Million
Q1 2025

May 15, 2025
BUY
N/A
9,429 New
9,429 $226 Million
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