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Heritage Wealth Management, Inc.: BUFR position timeline

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

Heritage Wealth Management, Inc. held 39,706 BUFR 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 39,706 shares
    Change vs previous 13F +822 shares

    0.36% of the 13F portfolio, value $1,450,460.

    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 38,884 shares
    Change vs previous 13F +904 shares

    0.65% of the 13F portfolio, value $1,313,113.

    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 37,980 shares
    Change vs previous 13F +680 shares

    0.36% of the 13F portfolio, value $1,301,195.

    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 37,300 shares
    Change vs previous 13F +2,865 shares

    0.37% of the 13F portfolio, value $1,246,566.

    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 34,435 shares
    Change vs previous 13F -2,661 shares

    0.35% of the 13F portfolio, value $1,095,033.

    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 37,096 shares
    Change vs previous 13F +1,877 shares

    0.37% of the 13F portfolio, value $1,101,380.

    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 35,219 shares
    Change vs previous 13F +2,205 shares

    0.36% of the 13F portfolio, value $1,073,123.

    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 33,014 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $986,788.

    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).