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Disclosery

Heritage Wealth Management, Inc.: ALL position timeline

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

Heritage Wealth Management, Inc. held 18,268 ALL 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 18,268 shares
    Change vs previous 13F -131 shares

    1.08% of the 13F portfolio, value $4,346,688.

    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 18,399 shares
    Change vs previous 13F -10 shares

    1.89% of the 13F portfolio, value $3,814,849.

    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 18,409 shares
    Change vs previous 13F -10 shares

    1.07% of the 13F portfolio, value $3,831,833.

    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 18,419 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $3,953,638.

    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 18,419 shares
    Change vs previous 13F -401 shares

    1.2% of the 13F portfolio, value $3,707,929.

    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 18,820 shares
    Change vs previous 13F -880 shares

    1.33% of the 13F portfolio, value $3,897,057.

    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 19,700 shares
    Change vs previous 13F -414 shares

    1.26% of the 13F portfolio, value $3,797,963.

    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 20,114 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,814,620.

    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).