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Disclosery

Heritage Wealth Management, Inc.: JEPI position timeline

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

Heritage Wealth Management, Inc. held 44,650 JEPI 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 44,650 shares
    Change vs previous 13F +983 shares

    0.63% of the 13F portfolio, value $2,521,832.

    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 43,667 shares
    Change vs previous 13F +1,586 shares

    1.23% of the 13F portfolio, value $2,475,046.

    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 42,081 shares
    Change vs previous 13F +2,190 shares

    0.67% of the 13F portfolio, value $2,408,716.

    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 39,891 shares
    Change vs previous 13F +4,762 shares

    0.67% of the 13F portfolio, value $2,277,776.

    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 35,129 shares
    Change vs previous 13F +9,722 shares

    0.65% of the 13F portfolio, value $1,997,084.

    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 25,407 shares
    Change vs previous 13F +3,414 shares

    0.49% of the 13F portfolio, value $1,451,756.

    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 21,993 shares
    Change vs previous 13F +2,979 shares

    0.42% of the 13F portfolio, value $1,265,257.

    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 19,014 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,131,523.

    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).