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Disclosery

Heritage Wealth Management, Inc.: CGUS position timeline

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

Heritage Wealth Management, Inc. held 11,903 CGUS 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 11,903 shares
    Change vs previous 13F +3,611 shares

    0.13% of the 13F portfolio, value $529,445.

    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 8,292 shares
    Change vs previous 13F +1,424 shares

    0.16% of the 13F portfolio, value $318,579.

    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 6,868 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $276,300.

    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).