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Disclosery

Heritage Wealth Management, Inc.: T position timeline

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

Heritage Wealth Management, Inc. held 91,889 T 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 91,889 shares
    Change vs previous 13F -471 shares

    0.47% of the 13F portfolio, value $1,902,101.

    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 92,360 shares
    Change vs previous 13F -1,274 shares

    1.33% of the 13F portfolio, value $2,677,525.

    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 93,634 shares
    Change vs previous 13F +493 shares

    0.65% of the 13F portfolio, value $2,325,858.

    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 93,141 shares
    Change vs previous 13F -447 shares

    0.77% of the 13F portfolio, value $2,630,311.

    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 93,588 shares
    Change vs previous 13F -4,212 shares

    0.88% of the 13F portfolio, value $2,708,424.

    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 97,800 shares
    Change vs previous 13F -3,315 shares

    0.94% of the 13F portfolio, value $2,765,783.

    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 101,115 shares
    Change vs previous 13F +26 shares

    0.77% of the 13F portfolio, value $2,302,395.

    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 101,089 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,223,968.

    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).