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Disclosery

Heritage Wealth Management, Inc.: ADI position timeline

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

Heritage Wealth Management, Inc. held 10,132 ADI 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 10,132 shares
    Change vs previous 13F -171 shares

    1% of the 13F portfolio, value $4,024,126.

    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 10,303 shares
    Change vs previous 13F -377 shares

    1.62% of the 13F portfolio, value $3,277,796.

    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 10,680 shares
    Change vs previous 13F -38 shares

    0.81% of the 13F portfolio, value $2,896,416.

    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 10,718 shares
    Change vs previous 13F -76 shares

    0.77% of the 13F portfolio, value $2,633,413.

    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 10,794 shares
    Change vs previous 13F -380 shares

    0.83% of the 13F portfolio, value $2,569,188.

    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 11,174 shares
    Change vs previous 13F -165 shares

    0.77% of the 13F portfolio, value $2,253,461.

    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 11,339 shares
    Change vs previous 13F -35 shares

    0.8% of the 13F portfolio, value $2,409,084.

    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 11,374 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,617,954.

    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).