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CIK 0002035533 • 7 13F filings • Apr 28, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("heritage-oak-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002035533-25-000006 |
| $275.2M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002035533-26-000003 | $339.7M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0002035533-25-000003 | $258.9M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002035533-26-000002 | $314.7M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0002036775-25-000004 | $227.6M | View |