Heritage Way Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2021
Location
Rockford, IL
CIK
0001698220
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2021 69 267,208 IVV, VEA, SCHX, IJH 13F-HR 1/13/2022 000169822022000001
Q3 2021 68 240,720 IVV, VEA, SCHX, MSFT 13F-HR 10/15/2021 000169822021000011
Q2 2021 69 243,253 IVV, VEA, SCHX, MSFT 13F-HR 7/14/2021 000169822021000010
Q1 2021 65 228,097 IVV, VEA, SCHX, MSFT 13F-HR 4/20/2021 000169822021000009
Q4 2020 65 217,048 IVV, VEA, SCHX, MSFT 13F-HR 1/25/2021 000169822021000002
Q3 2020 65 190,480 IVV, VEA, SCHX, MSFT 13F-HR 11/5/2020 000169822020000005
Q2 2020 62 171,228 IVV, VEA, MSFT, SCHX 13F-HR 7/20/2020 000169822020000004
Q1 2020 60 139,121 IVV, VEA, MSFT, SCHX 13F-HR 4/15/2020 000169822020000002
Q4 2019 61 172,687 IVV, VEA, SCHX, MSFT 13F-HR 2/11/2020 000169822020000001
Q3 2019 60 158,124 IVV, VEA, SCHX, MSFT 13F-HR 10/30/2019 000169822019000005
Q2 2019 7 1,277 AAPL, WWD, SCHC, CTVA NEW HOLDINGS 10/31/2019 000169822019000007
Q2 2019 53 155,436 IVV, VEA, SCHX, MSFT 13F-HR 7/31/2019 000169822019000004
Q1 2019 2 155 PLXP, TILT.NE NEW HOLDINGS 10/31/2019 000169822019000006
Q1 2019 57 149,160 IVV, VEA, SCHX, MSFT 13F-HR 5/10/2019 000169822019000003
Q4 2018 57 130,082 IVV, VEA, SCHX, MSFT 13F-HR 1/28/2019 000169822019000001
Q3 2018 60 144,637 IVV, VEA, SCHX, MSFT 13F-HR 10/10/2018 000169822018000005
Q2 2018 62 136,515 IVV, VEA, SCHX, MSFT 13F-HR 7/17/2018 000169822018000004
Q1 2018 59 128,669 IVV, VEA, MSFT, SCHX 13F-HR 4/16/2018 000169822018000003
Q4 2017 65 132,870 IVV, VEA, MSFT, SCHX RESTATEMENT 1/18/2018 000169822018000002
Q3 2017 60 122,100 IVV, VEA, SCHX, MSFT 13F-HR 10/18/2017 000169822017000005
Q2 2017 57 117,156 IVV, VEA, SCHX, MSFT 13F-HR 7/18/2017 000169822017000004
Q1 2017 57 108,488 IVV, VEA, SCHX, MSFT 13F-HR 4/17/2017 000169822017000003
Q4 2016 58 101,498 IVV, VEA, SCHX, MSFT 13F-HR 2/16/2017 000169822017000001
Additional filings from Heritage Way Advisors, LLC that have since been restated