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Disclosery

Heritage Wealth Management, Inc.: EVTR position timeline

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

Heritage Wealth Management, Inc. held 81,742 EVTR 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 81,742 shares
    Change vs previous 13F +7,707 shares

    1.03% of the 13F portfolio, value $4,145,137.

    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 74,035 shares
    Change vs previous 13F +11,358 shares

    1.86% of the 13F portfolio, value $3,757,297.

    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 62,677 shares
    Change vs previous 13F +56,481 shares

    0.9% of the 13F portfolio, value $3,227,847.

    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 6,196 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $318,784.

    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).