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Disclosery

Heritage Wealth Management, Inc.: RSP position timeline

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

Heritage Wealth Management, Inc. held 11,447 RSP 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 11,447 shares
    Change vs previous 13F +455 shares

    0.61% of the 13F portfolio, value $2,435,512.

    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 10,992 shares
    Change vs previous 13F +2,220 shares

    1.04% of the 13F portfolio, value $2,109,494.

    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 8,772 shares
    Change vs previous 13F +896 shares

    0.47% of the 13F portfolio, value $1,680,432.

    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 7,876 shares
    Change vs previous 13F -202 shares

    0.44% of the 13F portfolio, value $1,494,112.

    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 8,078 shares
    Change vs previous 13F +2,006 shares

    0.48% of the 13F portfolio, value $1,468,096.

    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 6,072 shares
    Change vs previous 13F +662 shares

    0.36% of the 13F portfolio, value $1,051,853.

    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 5,410 shares
    Change vs previous 13F +3,788 shares

    0.32% of the 13F portfolio, value $947,994.

    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 1,622 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $290,598.

    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).