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Disclosery

Heritage Wealth Management, Inc.: B position timeline

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

Heritage Wealth Management, Inc. held 8,606 B 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 8,606 shares
    Change vs previous 13F -350 shares

    0.08% of the 13F portfolio, value $316,105.

    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 8,956 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $365,321.

    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 9,056 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $394,393.

    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 9,056 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $296,768.

    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).