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Disclosery

Heritage Wealth Management, Inc.: EHC position timeline

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

Heritage Wealth Management, Inc. held 14,186 EHC 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 14,186 shares
    Change vs previous 13F +100 shares

    0.36% of the 13F portfolio, value $1,433,921.

    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 14,086 shares
    Change vs previous 13F -120 shares

    0.67% of the 13F portfolio, value $1,362,539.

    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 14,206 shares
    Change vs previous 13F -516 shares

    0.42% of the 13F portfolio, value $1,507,825.

    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 14,722 shares
    Change vs previous 13F -65 shares

    0.55% of the 13F portfolio, value $1,869,988.

    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 14,787 shares
    Change vs previous 13F -150 shares

    0.59% of the 13F portfolio, value $1,813,330.

    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 14,937 shares
    Change vs previous 13F -100 shares

    0.51% of the 13F portfolio, value $1,512,819.

    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 15,037 shares
    Change vs previous 13F -60 shares

    0.46% of the 13F portfolio, value $1,388,667.

    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 15,097 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,458,974.

    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).