Heritage Wealth Management, Inc.: IJH position timeline

Heritage Wealth Management, Inc. held 3,372 IJH 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 3,372 shares

   Change vs previous 13F +3,372 shares

   0.06% of the 13F portfolio, value $260,043.

   13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -3,469 shares

   13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 3,469 shares

   Change vs previous 13F +261 shares

   0.06% of the 13F portfolio, value $228,976.

   13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,208 shares

   Change vs previous 13F -245 shares

   0.06% of the 13F portfolio, value $209,364.

   13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,453 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $214,184.

   13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).