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Disclosery

Heritage Wealth Management, Inc.: HPQ position timeline

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

Heritage Wealth Management, Inc. held 28,185 HPQ 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 28,185 shares
    Change vs previous 13F -2,200 shares

    0.15% of the 13F portfolio, value $618,379.

    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 30,385 shares
    Change vs previous 13F -6,579 shares

    0.29% of the 13F portfolio, value $583,696.

    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 36,964 shares
    Change vs previous 13F -1,561 shares

    0.23% of the 13F portfolio, value $823,568.

    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 38,525 shares
    Change vs previous 13F -628 shares

    0.31% of the 13F portfolio, value $1,049,030.

    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 39,153 shares
    Change vs previous 13F -5,395 shares

    0.31% of the 13F portfolio, value $957,680.

    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 44,548 shares
    Change vs previous 13F -95 shares

    0.42% of the 13F portfolio, value $1,233,522.

    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 44,643 shares
    Change vs previous 13F -96 shares

    0.48% of the 13F portfolio, value $1,456,702.

    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 44,739 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,604,787.

    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).