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Disclosery

Heritage Wealth Management, Inc.: TMSL position timeline

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

Heritage Wealth Management, Inc. held 57,938 TMSL 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 57,938 shares
    Change vs previous 13F +4,797 shares

    0.63% of the 13F portfolio, value $2,540,581.

    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 53,141 shares
    Change vs previous 13F +4,087 shares

    0.96% of the 13F portfolio, value $1,948,680.

    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 49,054 shares
    Change vs previous 13F +11,641 shares

    0.49% of the 13F portfolio, value $1,761,039.

    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 37,413 shares
    Change vs previous 13F +13,468 shares

    0.39% of the 13F portfolio, value $1,315,815.

    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 23,945 shares
    Change vs previous 13F +9,074 shares

    0.25% of the 13F portfolio, value $785,396.

    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 14,871 shares
    Change vs previous 13F +5,427 shares

    0.15% of the 13F portfolio, value $453,257.

    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 9,444 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $304,510.

    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).