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Disclosery

Heritage Wealth Management, Inc.: CCJ position timeline

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

Heritage Wealth Management, Inc. held 30,125 CCJ 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 30,125 shares
    Change vs previous 13F -200 shares

    0.77% of the 13F portfolio, value $3,068,533.

    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 30,325 shares
    Change vs previous 13F -100 shares

    1.63% of the 13F portfolio, value $3,293,598.

    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 30,425 shares
    Change vs previous 13F -350 shares

    0.77% of the 13F portfolio, value $2,783,583.

    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 30,775 shares
    Change vs previous 13F -100 shares

    0.76% of the 13F portfolio, value $2,580,792.

    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 30,875 shares
    Change vs previous 13F -150 shares

    0.74% of the 13F portfolio, value $2,291,851.

    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 31,025 shares
    Change vs previous 13F +150 shares

    0.43% of the 13F portfolio, value $1,276,989.

    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 30,875 shares
    Change vs previous 13F +250 shares

    0.53% of the 13F portfolio, value $1,586,666.

    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 30,625 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,462,650.

    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).