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Disclosery

Heritage Wealth Management, Inc.: CGHM position timeline

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

Heritage Wealth Management, Inc. held 51,982 CGHM 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 51,982 shares
    Change vs previous 13F +10,140 shares

    0.34% of the 13F portfolio, value $1,343,735.

    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 41,842 shares
    Change vs previous 13F +9,421 shares

    0.52% of the 13F portfolio, value $1,059,439.

    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 32,421 shares
    Change vs previous 13F +17,291 shares

    0.23% of the 13F portfolio, value $826,087.

    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 15,130 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $382,638.

    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).