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Disclosery

Heritage Wealth Management, Inc.: BIL position timeline

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

Heritage Wealth Management, Inc. held 3,087 BIL 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 3,087 shares
    Change vs previous 13F -2,048 shares

    0.07% of the 13F portfolio, value $282,893.

    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 5,135 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $470,571.

    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 5,135 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $469,236.

    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 5,165 shares
    Change vs previous 13F -200 shares

    0.14% of the 13F portfolio, value $473,889.

    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 5,365 shares
    Change vs previous 13F +490 shares

    0.16% of the 13F portfolio, value $492,131.

    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 4,875 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $447,184.

    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).