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Disclosery

Heritage Wealth Management, Inc.: BUFB position timeline

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

Heritage Wealth Management, Inc. held 85,010 BUFB 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 85,010 shares
    Change vs previous 13F +11,687 shares

    0.83% of the 13F portfolio, value $3,341,743.

    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 73,323 shares
    Change vs previous 13F +4,480 shares

    1.3% of the 13F portfolio, value $2,633,029.

    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 68,843 shares
    Change vs previous 13F +19,857 shares

    0.7% of the 13F portfolio, value $2,522,063.

    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 48,986 shares
    Change vs previous 13F +22,386 shares

    0.51% of the 13F portfolio, value $1,750,760.

    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 26,600 shares
    Change vs previous 13F +16,189 shares

    0.29% of the 13F portfolio, value $901,208.

    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 10,411 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $327,114.

    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).