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Disclosery

Heritage Wealth Management, Inc.: COP position timeline

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

Heritage Wealth Management, Inc. held 19,820 COP 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 19,820 shares
    Change vs previous 13F -71 shares

    0.51% of the 13F portfolio, value $2,060,487.

    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 19,891 shares
    Change vs previous 13F -635 shares

    1.3% of the 13F portfolio, value $2,625,612.

    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 20,526 shares
    Change vs previous 13F -374 shares

    0.53% of the 13F portfolio, value $1,921,439.

    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 20,900 shares
    Change vs previous 13F -16 shares

    0.58% of the 13F portfolio, value $1,976,931.

    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 20,916 shares
    Change vs previous 13F -4,985 shares

    0.61% of the 13F portfolio, value $1,877,002.

    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 25,901 shares
    Change vs previous 13F +40 shares

    0.93% of the 13F portfolio, value $2,720,123.

    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 25,861 shares
    Change vs previous 13F +14,840 shares

    0.85% of the 13F portfolio, value $2,564,635.

    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 11,021 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,160,291.

    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).