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Heritage Wealth Management, Inc.: JSCP position timeline

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

Heritage Wealth Management, Inc. held 52,686 JSCP 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 52,686 shares
    Change vs previous 13F +1,771 shares

    0.62% of the 13F portfolio, value $2,483,881.

    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 50,915 shares
    Change vs previous 13F +1,708 shares

    1.19% of the 13F portfolio, value $2,408,280.

    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 49,207 shares
    Change vs previous 13F +3,722 shares

    0.65% of the 13F portfolio, value $2,340,137.

    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 45,485 shares
    Change vs previous 13F -2,680 shares

    0.64% of the 13F portfolio, value $2,165,541.

    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 48,165 shares
    Change vs previous 13F -2,455 shares

    0.74% of the 13F portfolio, value $2,284,948.

    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 50,620 shares
    Change vs previous 13F -2,855 shares

    0.81% of the 13F portfolio, value $2,389,770.

    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 53,475 shares
    Change vs previous 13F -634 shares

    0.83% of the 13F portfolio, value $2,493,539.

    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 54,109 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,571,260.

    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).