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Disclosery

Heritage Wealth Management, Inc.: CB position timeline

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

Heritage Wealth Management, Inc. held 12,687 CB 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 12,687 shares
    Change vs previous 13F -150 shares

    1.08% of the 13F portfolio, value $4,323,116.

    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 12,837 shares
    Change vs previous 13F -65 shares

    2.07% of the 13F portfolio, value $4,184,104.

    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 12,902 shares
    Change vs previous 13F -5 shares

    1.12% of the 13F portfolio, value $4,027,107.

    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 12,907 shares
    Change vs previous 13F -35 shares

    1.07% of the 13F portfolio, value $3,643,050.

    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 12,942 shares
    Change vs previous 13F -524 shares

    1.21% of the 13F portfolio, value $3,749,556.

    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 13,466 shares
    Change vs previous 13F -100 shares

    1.38% of the 13F portfolio, value $4,066,597.

    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 13,566 shares
    Change vs previous 13F -135 shares

    1.25% of the 13F portfolio, value $3,748,286.

    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 13,701 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,951,231.

    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).