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Heritage Wealth Management, Inc.: JAVA position timeline

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

Heritage Wealth Management, Inc. held 25,646 JAVA 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 25,646 shares
    Change vs previous 13F -59 shares

    0.51% of the 13F portfolio, value $2,036,549.

    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 25,705 shares
    Change vs previous 13F -171 shares

    0.91% of the 13F portfolio, value $1,844,334.

    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 25,876 shares
    Change vs previous 13F -2,673 shares

    0.52% of the 13F portfolio, value $1,855,827.

    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 28,549 shares
    Change vs previous 13F +3,191 shares

    0.58% of the 13F portfolio, value $1,968,739.

    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 25,358 shares
    Change vs previous 13F +7,419 shares

    0.54% of the 13F portfolio, value $1,660,949.

    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 17,939 shares
    Change vs previous 13F +4,706 shares

    0.39% of the 13F portfolio, value $1,139,844.

    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 13,233 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $837,649.

    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).