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Heritage Wealth Management, Inc.: EQIX position timeline

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

Heritage Wealth Management, Inc. held 715 EQIX 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 715 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $745,309.

    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 715 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $700,872.

    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 715 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $547,804.

    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 721 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $564,716.

    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 725 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $576,716.

    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 725 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $591,129.

    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 725 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $683,595.

    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 725 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $643,532.

    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).