Skip to content
Disclosery

Heritage Wealth Management, Inc.: BGIG position timeline

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

Heritage Wealth Management, Inc. held 54,002 BGIG 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 54,002 shares
    Change vs previous 13F +1,002 shares

    0.48% of the 13F portfolio, value $1,938,132.

    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 53,000 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,762,780.

    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 53,000 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,714,815.

    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 53,000 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,707,024.

    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 53,000 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,612,790.

    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 53,000 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,570,390.

    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 53,000 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,554,972.

    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 53,000 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,589,237.

    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).