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Disclosery

Heritage Wealth Management, Inc.: ABT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Management, Inc. on ABT, newest first. How the timeline and the estimate are built.

Heritage Wealth Management, Inc. held 13,207 ABT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,207 shares
    Change vs previous 13F -1,521 shares

    0.3% of the 13F portfolio, value $1,198,435.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,728 shares
    Change vs previous 13F -499 shares

    0.75% of the 13F portfolio, value $1,512,140.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,227 shares
    Change vs previous 13F -8 shares

    0.53% of the 13F portfolio, value $1,907,824.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,235 shares
    Change vs previous 13F -99 shares

    0.6% of the 13F portfolio, value $2,040,515.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,334 shares
    Change vs previous 13F -9 shares

    0.68% of the 13F portfolio, value $2,085,554.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,343 shares
    Change vs previous 13F -69 shares

    0.69% of the 13F portfolio, value $2,035,263.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,412 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,743,297.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,412 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,757,084.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).