https://plainfunddata.com/fund/heritage-oak-wealth-advisors-llc Every reported quarter of 13F position changes for HERITAGE OAK WEALTH ADVISORS LLC, newest first -- real filing data, no fabricated history. en-us https://plainfunddata.com/fund/heritage-oak-wealth-advisors-llc https://plainfunddata.com/feed/fund/heritage-oak-wealth-advisors-llc.xml#2024-09-30 Mon, 30 Sep 2024 00:00:00 GMT HERITAGE OAK WEALTH ADVISORS LLC's reported 13F position changes for the quarter ending 2024-09-30: 88 sold. Largest moves by dollar value: WALMART INC (sold, $54,275,088); JPMORGAN ULTRA SHORT (sold, $27,590,863); PIMCO ETF TR (sold, $10,216,176). https://plainfunddata.com/fund/heritage-oak-wealth-advisors-llc https://plainfunddata.com/feed/fund/heritage-oak-wealth-advisors-llc.xml#2024-06-30 Sun, 30 Jun 2024 00:00:00 GMT HERITAGE OAK WEALTH ADVISORS LLC's reported 13F position changes for the quarter ending 2024-06-30: 88 new. Largest moves by dollar value: WALMART INC (new, $54,275,088); JPMORGAN ULTRA SHORT (new, $27,590,863); PIMCO ETF TR (new, $10,216,176).