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Heritage Wealth Management, Inc.: JCPB position timeline

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

Heritage Wealth Management, Inc. held 135,075 JCPB 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 135,075 shares
    Change vs previous 13F +7,737 shares

    1.58% of the 13F portfolio, value $6,340,421.

    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 127,338 shares
    Change vs previous 13F +12,730 shares

    2.97% of the 13F portfolio, value $5,995,069.

    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 114,608 shares
    Change vs previous 13F +38,649 shares

    1.51% of the 13F portfolio, value $5,426,680.

    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 75,959 shares
    Change vs previous 13F +26,771 shares

    1.06% of the 13F portfolio, value $3,611,850.

    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 49,188 shares
    Change vs previous 13F +9,090 shares

    0.75% of the 13F portfolio, value $2,314,787.

    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 40,098 shares
    Change vs previous 13F +5,650 shares

    0.64% of the 13F portfolio, value $1,886,210.

    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 34,448 shares
    Change vs previous 13F +2,720 shares

    0.53% of the 13F portfolio, value $1,587,019.

    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 31,728 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,530,559.

    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).