Heritage Wealth Management, Inc.: SPLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Management, Inc. on SPLB, newest first. How the timeline and the estimate are built.
Heritage Wealth Management, Inc. held 9,600 SPLB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 9,600 sharesChange vs previous 13F +9,600 shares
0.05% of the 13F portfolio, value $215,040.
13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -9,250 shares
13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 9,250 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $208,773.
13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,250 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $208,773.
13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,250 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $205,628.
13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).